How JustAnswer Works:
  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.
Ask Clare Your Own Question
Clare
Clare, Solicitor
Category: Law
Satisfied Customers: 34283
Experience:  I have been a solicitor in High Street Practice since 1985 with a wide general experience.
13262538
Type Your Law Question Here...
Clare is online now

Private client question I have been with my partner for

Resolved Question:

Private client question
I have been with my partner for 20 years and he has left his entire estate to me in his will. Does his estate include his private pension, or as we are not married does he need to put them into trust. Thank you for your assistance.
Miranda
Submitted: 3 years ago.
Category: Law
Expert:  Clare replied 3 years ago.
Hi
Thank you for your question.
My name is ***** ***** I will do my best to help you
That will depend on the actual rules of his specific Pension Plan - they are all different.
Some will automatically pass into the Estate - in which case all will be well; others can be paid out at the discretion of the Trustees - and in those cases it is always best for there to be a nomination by the Pension Holder - although technically even that could be ignored if the Trustees believe there is another more worthy recipient.
A simple call to the Pension Provider shoudl give him the information that he needs.
Please ask fi you need further details
Clare
Clare and 2 other Law Specialists are ready to help you