Case study
Helping vulnerable client secure a larger share of late mother’s Estate
The Client
Barbara had been married to Bob for 30 years and enjoyed a lavish standard of living. When Bob died, she had expected to be left well provided for, but Bob left the majority of his Estate to his two children from his first marriage.
The Challenge
When Barbara submitted her Schedule of Needs statement, it was challenged by the opposing law firm. We were engaged to thoroughly analyse and categorise Barbara’s spending over the 12 months before Bob’s death.
The Solution
We were furnished with both parties’ bank and credit card statements. We were also asked to estimate the committed costs for the large flat Barbara is planning to move into.
The Outcome
Analysis of Barbara’s expenditure conclusively confirmed her standard of living during her marriage. The case is ongoing.
Work with us
Why Pennywise Consultants?
Does this story sound familiar? If it does, Pennywise Consultants can help. We specialise in creating and challenging lifestyle budgets and income needs schedules in mediation and legal proceedings.
Our independent, impartial reports are clear, easy to understand and presented in a format accepted by judges, court officials and legal professionals. Many top-tier law firms in England and Wales have successfully used our budgets to achieve fair outcomes.
We go the extra mile to help you and your clients make big decisions quickly and confidently, providing certainty and peace of mind. We can do the same for you.
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