Executor having problems with a beneficiary

tacpot12

Yes, a Deed of Variation is not possible more than two years after their death.  

Grumpy_chap

Fluffybear2 said:

Then point out that they can disclaim their inheritance.

I don't believe they can - doing so will be counted as DoC.

Savvy_Sue

Grumpy_chap said:

Given the queries of the type "how can I avoid receiving inheritance to retain my UC" arise with a certain frequency, does that mean there is something in the process that I am not seeing / not understanding?

To be fair, claiming benefits is not necessarily as easy as 'fill in form, get money' - if it ever was, those days have passed. 

If someone has struggled with an initial claim, there may be a real fear of having to do it again, and the possibility of that claim failing.

And there can be confusion over which benefits are means tested, and which are not, leading to unnecessary fear.

The OP suggests the beneficiary is well versed in how the system works, so I pass no comment there. But I can understand a dread of losing and having to reclaim benefits.

Newly_retired

Exactly. Especially if the amount inherited is relatively low and would be quickly used up in normal living costs once benefits stop, and probably a real struggle to get them back in place, which would be needed long term.
But a life-changing amount can indeed provide a springboard to getting qualifications for a decent job and a new way of life.

madbadrob

Grumpy_chap said:

Fluffybear2 said:

Then point out that they can disclaim their inheritance.

I don't believe they can - doing so will be counted as DoC.

This as been banged out further up and the outcome is just that.  SInce we did that head bashing a few days ao I have searched out more and more cases.  I wont bore people with the details other than to say in 90 percent of cases DWP won their sugegstion that a DoC  had occurred and of the ones I saw where they didnt all could show that the deceased had wanted that person to do what they did with the money which led to them having very little left.

Rob