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How Unwritten Promises Can Lead to Family Inheritance Disputes

View profile for Leah Merrifield
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In my recent blog "what happens if you’re promised a property but left out of a will" I looked at how proprietary estoppel can apply to the family home when promises are made and later broken. A recent claim brought by Harry Lambert against his elderly father (a retired teacher) gives another real-life example of how disputes can arise from promises concerning the family home.

Harry says that he gave up a well-paid job as a private equity specialist and an expensive apartment in Canary Wharf to move back to his family home and care for his mother, Maureen, in 2023. He also claims that his father “promised to provide him with long-term secure accommodation” in return for him moving home. Harry’s father now denies this, saying no such promise was made.

Maureen moved into a care home in June 2025, and died shortly afterwards leaving her entire estate to Harry’s father. The relationship between Harry and his father broke down following a disagreement over the sale of another family property. Harry’s father excluded him from the family home shortly after Maureen moved into care (changing the locks while he was out for a run). Harry told the court that he was left temporarily homeless and now lives in a council-run HMO flat with no wifi, leaving him unable to work.

In order to bring a successful claim based on proprietary estoppel Harry will need to demonstrate:

  • a clear assurance or promise (e.g. “if you move home to help look after mum I will give you the house”);
  • that he relied on the assurance or promise;
  • that he suffered detriment (i.e. has been disadvantaged) because he relied on the assurance or promise.

If all of the elements of proprietary estoppel are proved then the Court will do what is needed to avoid an unconscionable (or unfair) result.

Giving up a well-paid job, a secure tenancy and uprooting your life to move home to care for an elderly parent can all amount to ‘detriment’. As such, the case is likely to turn on whether there was a clear assurance or promise which Harry relied on. Promises are often made verbally between family members. This can lead to disputes further down the line, with each person presenting a different version of events and no written documents to help settle the matter. A lack of documentary evidence often means that witness evidence is very important in these cases, with the judge having to decide who is a more credible witness, and which version of events is more likely.

Harry asked the court to make an interim order allowing him to live in the family home or requiring his father to pay his rent until trial. Harry lost at this early stage when the Judge refused to make the order, but directed that the full trial should proceed as quickly as possible. It remains to be seen whether Harry will be able to demonstrate all of the elements needed for a successful claim at full trial.

If you have any questions about proprietary estoppel, then please get in touch and a member of our specialist team will be happy to assist.