Appropriation where there is a life interest


(Kirsty) #1

We have an estate where there is a residue in the region of 750k, a large proportion of which are made up of stocks and shares investments which are likely to have increased in value since death. The residue is on a life interest for the spouse with the remaindermen being charities. Is Appropriation still an option and if so to whom is it best to appropropriate?

Many thanks

Kirsty Cartwright
St Helens Law