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ARTICLE · 06 JULY 2021

When Granny's Gift Backfired

Wrigleys Solicitors LLP
Wrigleys Solicitors LLP
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Wrigleys Solicitors LLP

Wrigleys Solicitors LLP

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Sheila is the proud granny of Josh, who is a lovely, cheerful 21 year old, and she loves to spend time with him.

United KingdomFamily and Matrimonial
Lynne Bradey
Lynne Bradey
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Sheila is the proud granny of Josh, who is a lovely, cheerful 21 year old, and she loves to spend time with him.  Josh has learning difficulties and is not able to work.  He lives in a supported living house with three other young men and has a support package. 

Sheila wants to make sure that Josh has money to do the things he loves.  He is very keen on bird watching and nature painting.  She decides to leave £30,000 to Josh in her Will.  She doesn't mention anything to Josh or his parents as she wants it to be a surprise. 

Josh's support package is paid for by a combination of the local authority and benefits that he receives.  His local authority care package and some of his benefits are means tested.  Unfortunately, Sheila's kind gift means that Josh will lose all of his means tested funding.  He will be able to claim his Personal Independence Payment but will lose his Universal Credit, the benefits that go along with that such as free prescriptions, and

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