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Hello and thank you for your question. I will be very pleased to assist you. I'm a practicing lawyer in England with over 10 years experience.
May I ask if there is any mortgage outstanding on the property please?
I believe I would be correct in my assumption you are not married? Would that be correct?
Not sure if you got my answer or not.
No there are no outstanding debts/mortgages on bungalow or farm
No we are not married
on the basis you are not married, then by allowing your partner to move in with you, he does not acquire any rights to your property. the only way he can acquire rights to property is either if you formally gift him a share of the property either by way of a simple trust or by transferring the property into joint names, neither of which I would assume you would propose to do; or if he makes any capital contributions to the property such as by paying capital towards any mortgage or by paying for improvements to the property such as an extension and so on.
there is no need to put in place a new form of formal agreement between you and your partner to protect your position because if your partner wished to later claim a share in the property, or for that matter whose family, the burden of proof would be upon him or his family to demonstrate that he made capital contributions to the property or that you gifted sharing the property to him. However, if you felt you wished to put in place a formal agreement to regulators occupation of the property, this was certainly do no harm in that it would reduce the possibility of either your partner or his family claiming that he made a capital contribution to the property because it would be even harder to do so than would be the case in any event.
If you wished to put in place such an agreement, you could consider a simple licence agreement, which is a little bit like Lodgers agreement essentially which sets out that you are allowing your partner to occupy the property in return for either a rent or that he pays a share proportion of the bills or whatever terms you have agreed. such an agreement makes it clear that any money he is paying to you is either rent or contribution towards the bills and therefore as above, makes it all but impossible for him or any third party to claim he has a capital interest in the property
if you wish to put in place lodgers/licence agreement, although as above it is not necessary, you could consider the following:https://www.legalhelpers.co.uk/orderdiy.asp?document=houseshare
is there anything above I can clarify for you?
the burden of proof would be upon him or his family to demonstrate financial evidence of any capital contributions he or they claimed to have made to the property. it is not for you to prove otherwise
it is quite possible for you to provide for example in your will right of occupation or a life interest for your partner to continue to occupy the property either for a period of time after your passing or until his death. If you wish, you could add one or more contingencies, for example that provide that such right continue so long as he does not cohabit with anybody else or move out of the property for more than x months and so on.
as to whether it is wise is entirely a personal decision. Obviously whilst he has a right to occupy the property then those individuals that you leave your property to will not be able to benefit. Therefore it is a question of you deciding which is most important for you.
is there anything else I can help you with?
Does the above answer all your questions or is there anything I can clarify or help you with any further?
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A pleasure. one small but significant point of course would be that if you and your partner were to ever marry in the future email be entitled to a share of your property unless you put in place a prenuptial agreement though I'm sure you are already well aware of this. Providing you do not marry, the position remains as above