Running a Successful TOLATA Claim - is the TR1 all important? [2025]

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TOLATA claims fill family practitioners with fear and clients just think they are another form of ‘family law’. They are not and different criteria apply in this area of civil law that deals with unmarried family breakdown. This session will consider what evidence is necessary in a successful TOLATA claim and in what circumstances the TR1 document may not be the end of the story.

• Is the TR1 always conclusive as to beneficial ownership?
• Is the TR1 signed? Are there consequences if it is or is not?
• If the TR1 is signed, is the relevant box ticked indicating beneficial ownership?
• Can you vary the beneficial interests as set out in the TR1? If so, how should it be done?
• What if there is a subsequent oral agreement purporting to vary the interests? Is it valid or does it infringe section 53 of the LPA 1925?

Learning aims and objectives:

• • To be able to create a checklist of what questions to ask the client
  • To gain an understanding of what categories of evidence are important
  • To gain an understanding of the law in order to manage client expectations

This webinar is sponsored by:

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