Trust Estate
Inheritance: The Alain Delon Case – Part 1
The tangled story of inheritance and the family of the late French film star, Alain Delon, has lessons far beyond France. In the first of three guest articles, the authors examine the details and the implications.
This is the first in a series of three articles considering the potential claims that could arise from the death of French film star, Alain Delon, had he been domiciled in England and Wales, so that HNW individuals and their advisors can learn how to react, should they encounter a similar situation. The first two of these articles will consider claims under the Inheritance (Provision for Family and Dependants) Act 1975 by adult children and non-married partners respectively, while the final article focuses on claims brought to invalidate a will.
The authors of this article are Samara Dutton, partner, and Harry O’Donohue, trainee solicitor, Collyer Bristow. The editors are pleased to share these insights, and invite readers to jump into the conversation. Email tom.burroughes@wealthbriefing.com
Samara Dutton
Harry O’Donohue
Challenges to wills, especially adult children disputing a
parent’s will, have increased significantly in England and Wales
in recent years. Statistics from the Ministry of Justice
published at the end of 2023 showed a 34 per cent increase in the
number of wills being contested compared with 2018.
Seemingly, the main cause of this trend is the ever-growing
number of blended families in the UK, which 2021 figures suggest
now constitute around a third of all families. Disputes between
second or subsequent spouses/partners and the children of the
first marriage/relationship are the most common subset of this
general increase in estate litigation.
Alain Delon demonstrates that this trend is by no means unique to
the UK. Delon tragically passed away on 18 August 2024 at his
estate in Douchy, Centre-Val de Loire, France, where he had been
living out the remainder of his days following a downturn in
health suffered as the result of a stroke in 2019. Sadly, his
final years were far from peaceful, owing to the intense media
coverage of his children’s numerous quarrels over their father’s
mental condition and the division of his estate.
Probably the most dramatic dispute amongst the children involved
Delon’s two sons, Anthony, 60, and Alain-Fabien, 30, joining
forces to allege, with the help of a secret recording, that
Delon’s daughter, Anouchka, 33, had been attempting to coerce
their father into bequeathing her a larger portion of his estate
than the sons were to receive. She had also (allegedly) attempted
to convince the frail Delon to move to Switzerland, where he
could receive a higher quality of medical treatment and,
(coincidentally), pay less inheritance tax.
Whilst it is reported that Delon’s children have now come to
terms with the division of his estate under his Will – which
bequeaths a quarter each to his sons and half to his daughter –
given the previous hostilities between the children, it would be
premature to rule out the possibility of further disputes.
Children contesting a will under the Inheritance
(Provision for Family and Dependants) Act 1975 (the ‘1975
Act’)
Section 1 of the 1975 Act lists the specific categories of
individuals who can apply to the court under its terms. This list
includes children of the deceased. If a child has been written
out of a parent’s will, or even if they are named as a
beneficiary under it but believe that they are receiving too
little, they will have automatic standing to bring a
claim.
The key question that must then be determined by the court is
whether the will makes reasonable financial provision for the
maintenance of that child. In coming to its conclusion, the court
will assess the level of maintenance afforded, if any, to the
applicant under the will and compares this with the level of
maintenance reasonably required by the specific applicant, taking
into account a range of relevant factors such as age, disability
and financial health, but also encompassing any other matter the
court may consider relevant. The court also considers the size of
the estate as a whole and the needs of its other
beneficiaries.
In carrying out such assessments, the courts have an extremely
wide discretion and, whilst they are directed to give equal
weight to all factors in their deliberations, they will
inevitably vary their focus if the specific details of the case
warrant it. Inherently, therefore, claims under the 1975 Act are
unpredictable and both sides to the dispute should be cautioned
accordingly.
It is important to remember that while the 1975 Act provides an
important counterbalance to the otherwise supreme principle of
testamentary freedom in England and Wales, its original purpose
was less about arming rejected family members with a right of
recourse than it was about protecting the state from having to
fund them. It is an essential part of a child’s claim under the
Act therefore that they “need” additional provision for their
maintenance.
Where an adult child beneficiary of a will is already adjudged to
be receiving reasonable financial provision under the will, or
does not require additional funding for their maintenance, their
claim will be unsuccessful. Should either of Delon’s two sons
have brought a similar claim in English law relating to the
respective quarters they received of their father’s reported
estate of over €2 million ($2.15 million), it is almost
inconceivable that the court would have ruled that they were not
already being afforded reasonable financial provision.
It is not possible under the French forced heirship rules, but
even if, hypothetically, they had been cut out of their father’s
estate altogether, they may have struggled to succeed under the
1975 Act. This is because there is a general reluctance on the
court’s part to permit the 1975 Act to become a medium for
enriching already affluent adult children who ought to be able to
provide for themselves. The courts have tended to find against
such applicants and remain unpersuaded in the face of their
entitlement.
Comment
Aggrieved adult children set to receive an unequally small share
of an estate, or indeed none at all, have automatic standing
under the Inheritance (Provision for Family and Dependants) Act
1975 to bring a claim for reasonable financial provision.
Whilst it is possible for such class of claimants to bring
successful claims, the courts tend to look upon them unfavourably
unless they are justifiably financially dependent upon the
deceased whose will they are seeking to contest.
Given the wide discretion the court has, prospective claimants
themselves should be advised to carefully consider their own need
for financial provision from the deceased's estate before
bringing a costly claim with no guarantee of success.