5 Stone Buildings

This Practice Note, produced in partnership with Raj Arumugam of 5 Stone Buildings, considers when a trustee in bankruptcy might be able to recover pension contributions from an individual into their estate for the benefit of creditors, the recovery of excessive contributions and income payment orders.

This Practice Note considers the position of the personal representatives (PRs) (whether executors or administrators) where there is a claim under the Inheritance (Provision for Family and Dependants) Act 1975 (I(PFD)A 1975). It provides guidance on what neutrality means in practice and the position of the PR who is also a beneficiary.

This Precedent, produced in partnership with Edward Hewitt of 5 Stone Buildings, is a draft letter of claim for proprietary estoppel which can be adapted for use by the claimant.