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Financial Provision

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  • The issue was whether or not Cohen J should determine, almost certainly by its dismissal, the wife's application for capital orders against the husband or whether he should further adjourn her capital claims. The husband had settled a trust with a very large sum of money, from which he had been irrevocably excluded after the marriage had broken down, and was in arrears with his periodical payments, but was living comfortably. Cohen J found that dismissing the wife's capital claims would be a matter of last resort, and adjourned them, with the proviso that they would be dismissed unless an application to restore them was made by 31 July 2022. Judgment, 07/08/2019, free
  • Whether a judge who conducted an FDR appointment in protracted financial remedy proceedings could later hear applications in relation to the substantive order made in those same proceedings. The hearing was well under way when the husband reminded Holman J of the earlier FDR appointment. Both parties urged the judge to waive the rule, making reference to the overriding objective. He held that any waiver would run totally contrary to the absolute prohibition that the rule currently provides, and brought the hearing to a complete halt. It would have to be heard from scratch before another judge. Judgment, 05/08/2019, free
  • The couple married in 2016 after a long relationship, and the husband died later that year. The appeal was concerned with whether an application under s 2 of the Inheritance (Provision for Family and Dependants) Act 1975 could be made out of time, whether a beneficial interest under a discretionary trust instead of outright provision amounted to reasonable financial provision, and the relevance of a "stand-still agreement" in place while an out of court settlement was pursued. Asplin LJ found that the explanation for the lapse of time in this case was clear, and it had been wrong of the judge to find that the wife had received sufficient advice about the time limit and the 1975 Act. King LJ and Baker LJ agreed. The court exercised the power in s 4 of the 1975 Act to allow the wife to bring a claim out of time. Judgment, 31/07/2019, free
  • The former wife sought permission to bring a claim out of time for reasonable financial provision from the estate of the deceased. No provision had been made for her in the will, and a pre-nuptual agreement had provided that in the event of the marriage failing she would receive a lump sum of £10,000 and a flight to the Philippines, but no maintenance, property or financial provision. Master Shuman found that the former wife had not given a sufficent explanation for the delay, and decided that permission should not be granted. Judgment, 30/07/2019, free
  • An arbitration had taken place to resolve pension division, spousal maintenance, and the division of assets pertaining to shares and a redundancy. The husband felt that there had been a miscalculation of the wife's income, affecting the amount of spousal maintenance due. Ms Clare Ambrose, sitting as a Deputy High Court Judge, dismissed the application. The arbitrator's conduct fell far short of making this a case which required court intervention. Judgment, 22/07/2019, free

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