Alison Regan is a partner in the trust and estate disputes team and advises on dispute resolution in the context of contentious succession, probate and trust issues.
This ranges from will and administration disputes (both domestic and international) to breach of trust issues, the removal of executors or trustees and claims brought pursuant to the Inheritance (Provision for Family and Dependants) Act 1975.
Alison is a ranked lawyer in Chambers HNW (2019) for private wealth disputes:
"[Alison] definitely fights her client's corner, but she also has a practical and commercial approach" and is ranked as a leading individual in The Legal 500 (2019).
With experience in mediation as well as litigation, Alison is known to try and resolve disputes as quickly and cost efficiently wherever possible, but is also a tenacious litigator where she needs to be.
Alison joined Russell-Cooke as a trainee solicitor in 2000 and qualified into the litigation team in 2002. After dealing with mainstream commercial and regulatory litigation for four years, Alison began to specialise in trust and estate disputes and became a partner in 2010.
- Successfully defending a claim under the Inheritance (Provision for Family and Dependants) Act 1975 brought by the two minor children of the deceased. The matter was the subject of a three day trial in January 2018 and we were successful in reducing the quantum of the claim from £2 million to £386,290. This is one of the few (if not only) judgments on a claim by minor children. Ubbi & Anori (Minors) v Ubbi -  EWHC 1396 (Ch).
- Stevanovic v Knyvett  214 (Fam)  EWHC 381 (Fam). Successfully defending a claim under the Inheritance Act and opposing an application for interim maintenance under section 5 of the Act as well as an application for relief from sanctions. This is the first reported case to consider the merits requirements of an application for interim maintenance (Mrs Justice Lieven).
- Cohabitees and beneficial interests - acted for the administrator of an estate in the Court of Appeal case Graham-York v York  EWCA Civ 72 involving disputed family property interests and a succession dispute.
- Court of Protection - acted for the interested party in the Court of Protection case (statutory will) of Re P  EWHC 163 (Ch) where the best interests test in relation to statutory wills was introduced.
- French tax - acted for the long term partner of Bernard Matthews in relation to a claim brought by the executors for determination as to whether French tax was payable out of the English estate. Scarfe v Matthews & others  WTLR 1579.
- Cross-border - acted for a longstanding Finnish wife bringing a claim pursuant to the Inheritance (Provision for Family and Dependants) Act 1975 against the estate of her late husband, involving cross-border issues involving the jurisdictions of Cyprus and Hungary.
- Domicile dispute - acted in a domicile dispute where an English wife brought a claim pursuant to the Inheritance (Provision for Family and Dependants) Act 1975 against the estate of her late husband, an American citizen.
- Inappropriate use of estate funds - advised in claim for an account in an estate where a previous personal representative had inappropriately used estate funds and claimed remuneration.
- Two wills - advised an executor on her obligations where she was named executor in two successive wills, but where the first amounted to a mutual will.
- Mutual will - acted for the claimant in a dispute concerning the binding nature of a mutual will and its applicability to Cypriot assets and succession.
- Tax and property dispute - advised the independent administrator of the estates of husband and wife in a dispute concerning possible property interests of offshore companies, the consequent impact on inheritance tax obligations and risks to the administrator.
- Forgery - acted for the administrator of an estate in bringing a claim to set aside a will on the grounds of forgery.
- Interment of ashes - acted for the independent administrator in a dispute regarding the interment of ashes.
"[Alison] definitely fights her client's corner, but she also has a practical and commercial approach." Chambers HNW (2019)
- "[Alison] is knowledgeable and robustly fights her clients' corner - she is always one step ahead while always taking a pragmatic and commercial approach with clients." The Legal 500 (2019)
- Recognised practitioner in Chambers HNW (2018) for private wealth disputes. She "has a nice personable approach but is robust when dealing with litigation," according to a commentator. One interviewee notes, "she is very driven, very careful and demonstrates real independent thought. She is a very solid operator and I would definitely recommend her"
- Recognised in The Legal 500 (2017) as a 'leader in her field'. Described as "very practical" and "gets on top of the facts incredibly quickly while never losing sight of the bigger picture"
- Recognised practitioner in Chambers HNW (2017) for private wealth disputes
- The Legal 500 (2015) describes Alison as a "superb leader" and that she has "an excellent way with clients"
- Member of ACTAPS (Association of Contentious Trust and Probate Specialists)
- STEP (Society of Trust and Estate Practitioners)
- One of the few Private Client members of Resolution in recognition of the significant overlap in skills and experience with family litigation matters.
- Accredited mediator through CEDR (Centre for Effective Dispute Resolution)
Alison grew up in South Africa and did law at the University of Witwatersrand, Johannesburg before converting her degree at the College of Law, London.
Alison was admitted as a solicitor in 2002.