Thanks for that insight Patrick. As I suspected.
I’ve progressed this matter by preparing final Estate Accounts which I provided to the PR for approval subject to:
(a) a retention of funds to cover the verbally advised referred overpayment, and
(b) distributing to all restructure beneficiaries with a line confirming that this distribution could be subject to a clawback.
I would however argue that DWP be estopped from claiming any greater amount than the value verbally advised given that we have acted on this information on good faith and Section 27 Notices expired several months ago at this stage (they were placed late last year).
Michael Fogg
JMD Law