Family and inherited wealth disputes

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 Family and inherited wealth disputes solicitors 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.

The Legal 500 (2022) quotes us as being a "One of the premier private client litigation practices in London. A private client gem", "A very high-quality team for the whole range of contentious private client matters" and "Extremely client focused practice; essential for private client work. Very user friendly and easy to work with. A top quality firm, but not stuffy."

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