Family and inherited wealth disputes are increasingly common. Multi-jurisdictional families and estates, blended family structures and evolving family dynamics and succession issues are just some of the circumstances that add scope for dispute.

We are able to assist on the full range of trust and probate disputes. We assist individuals, family offices, trustees, trust corporations and charities in resolving contentious matters concerning trusts and estates:

  • applications for directions concerning the administration of an estate or trust (including blessing applications);
  • challenges to the substantive validity of wills and trust deeds;
  • reasonable financial provision claims (Inheritance (Provision for Family and Dependants) Act 1975);
  • private international law disputes involving multi-jurisdictional estates and international individuals;
  • domicile disputes;
  • advice on fiduciary duties and the removal of executors and trustees;
  • professional negligence claims in the context of wills, trusts or connected tax advice;
  • applications relating to the forfeiture of assets, presumption of death, or burial issues;
  • property trust claims concerning the beneficial ownership of properties.

We also have a great deal of experience in relation to capacity cases, including disputes concerning Lasting Powers of Attorney (LPAs) and Enduring Powers of Attorney (EPAs) and applications to the Court of Protection.

We offer pro-active risk management and work with our Private Client team to stress test succession or trust structures. A shift in family dynamics, priorities or the political landscape may mean that structures need review from a litigation perspective. We advise from the point of view of the potential attacker, suggesting adjustments or amendments to minimise future challenges.

Why our Trust, probate and will disputes lawyers are different

As a firm we offer an unusually broad range of service. We can draw on the expertise of our colleagues (many leaders in their own fields) where estates or trusts encounter issues ranging from corporate matters to planning, charities, philanthropy, reputation management and real estate. We can supply a genuinely holistic one stop approach to resolving a dispute.

We understand that these disputes are personal to our clients. There is often more at stake than just financial interests. An understanding of relationships within the family is often key to resolving a dispute. We always try to resolve matters through negotiation, but will vigorously pursue your matter to trial if this proves necessary.

If you would like to speak with a member of the team, please contact 020 3826 7530 or complete our enquiry form.

The Association of Contentious Trust and Probate Specialists

The Association of Contentious Trust and Probate Specialists (ACTAPS) was established on Monday 8th September, 1997 for lawyers specialising in contentious trust and probate work.

www.actaps.com

Private Client Practitioner Top 25 Law Firms

eprivateclient is the leading website and news service for private client practitioners, including lawyers, accountants, trustees and fee-based IFAs. It is the only place to see the results of the Private Client Practitioner Top 25 Law Firms, Top 25 Accountancy Firms, Top 25 Trust Companies, Top 25 IFA Companies, Top 35 Under 35 and 50 Most Influential.

eprivateclient.com

Society of Trust and Estate Practitioners

The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network focusing on the responsible stewardship of assets today and across the generations. STEP provides education, training, representation and networking for its members. Members advise clients on the broad business of the management of personal finance. Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates.

www.step.org

Resolution

Resolution’s 5700 members are family lawyers committed to the constructive resolution of family disputes. Our members follow a Code of Practice that promotes a non-confrontational approach to family problems. Our members encourage solutions that consider the needs of the whole family - and in particular the best interests of children.

www.resolution.org.uk

Centre for Effective Dispute Resolution (CEDR)

Leading the field in dispute resolution and conflict management. The Centre for Effective Dispute Resolution (CEDR) is an independent non-profit organisation with a public mission and supported by multinational business, law firms and public sector organisations.

https://www.cedr.com/

ACTAPS

The Association of Contentious Trust and Probate Specialists (ACTAPS) was established in 1997 for lawyers specialising in contentious trust and probate work.

http://www.actaps.com/

Office of the Public Guardian

The Office of the Public Guardian supports and promotes decision making for those who lack capacity or would like to plan for their future, within the framework of the Mental Capacity Act 2005.

www.gov.uk

French Property Law

The French team has launched its own dedicated French property website which provides a comprehensive resource for people looking to buy a property or with property interests in France.

www.frenchpropertylaw.co.uk

Successions in Europe

A European Commission website dedicated to succession in Europe which offers basic guidance for 27 countries. Available in 23 languages.

www.successions-europe.eu

STEP

The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network focusing on the responsible stewardship of assets today and across the generations. STEP provides education, training, representation and networking for its members. Members advise clients on the broad business of the management of personal finance. Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates.

www.step.org

Centre for Effective Dispute Resolution (CEDR)

Leading the field in dispute resolution and conflict management. The Centre for Effective Dispute Resolution (CEDR) is an independent non-profit organisation with a public mission and supported by multinational business, law firms and public sector organisations.

www.cedr.co.uk

Resolution

Resolution (formerly known as the Solicitors Family Law Association) is an association of family solicitors committed to promoting a non-confrontational approach to conflict resolution.

resolution.org.uk