Firms To Watch: Contentious trusts and probate

Barcan+Kirby LLP is well versed in the contentious administration of cross-border estates and is steadily expanding its team at the junior levels.
Emily Roskilly, formerly of VWV, and Lucia Mills, formerly of Wards Solicitors LLP, jointly founded Roskilly & Mills in May 2023. The firm primarily focuses on TOLATA disputes.
Shakespeare Martineau LLP recruited John Tunnard from Taylor Emmet in December 2023 to establish a contentious probate offering in Bristol which works closely with the firm’s teams in Leicester and Birmingham.

Contentious trusts and probate in South West

Ashfords LLP

Ashfords LLP's multidisciplinary private wealth team is highly capable of handling the full range of will and trust disputes, representing high-net-worth individuals, as well as charities in 1975 Act claims, proprietary estoppel disputes, and disputes between trustees and beneficiaries, among others. The team is jointly led by Robert Horsey, an experienced trust and property litigation expert, Kerry Morgan-Gould, who is noted for her expertise in contentious charity and estate matters, and Michael Alden, who heads up the firm’s broader private wealth offering. Barny Croft stands out for his ability to handle complex disputes, including claims for executor removals and high-value inheritance claims. Katie Webber extends the team’s expertise to encompass contested Court of Protection applications and capacity assessments.

Responsables de la pratique:

Robert Horsey; Michael Alden; Kerry Morgan-Gould


Autres avocats clés:

Barny Croft; Katie Webber; Sasha Wicks; Rebecca Milton; Hannah Brittain


Les références

‘They have real expertise and experience in this area of law. They take a highly pragmatic approach, focusing on achieving excellent results for their clients. There is strength and depth across the team, with a number of strong practitioners at every level.’

‘Barny Croft is a tough litigator who works ceaselessly to get excellent results for his clients. I have recommended him on several occasions to clients who have always been impressed by his work on their behalf.

‘Whenever I’ve sought to address a query or introduce a potential client, I have consistently found a senior member of the team available to offer invaluable practical legal insights. Their guidance not only sheds light on the matter at hand but also provides clear recommendations on the most effective course of action.’

Principaux dossiers


  • Represented a client in a High Court claim for the removal of an Executor under s116 Senior Courts Act 1981 and/or section 50 of the Administration of Justice Act 1985, and in subsequent proceedings.
  • Represented a client in a successful claim in proprietary estoppel, with additional claims going to appeal in respect of a will validity challenge and an assertion that the claimants were entitled to exercise an option contained in the family farming partnership agreement.
  • Advised the residuary beneficiaries of an estate on attempts to secure their inheritance, alleged to be valued in excess of £100m, in a case involving allegations of fraud against one of the former Executors as well as professional negligence and fraud claims against former advisers.

Burges Salmon LLP

A leading force based in Bristol', Burges Salmon LLP's private wealth disputes team excels at handling complex contentious matters for high-net-worth individuals, and in particular standing out for its expertise in beneficiary-executor disputes over trust structures involving landed estates and offshore assets. The team acts for both beneficiaries and trustees in high-value professional negligence claims, trust structure challenges, and breach of agreement claims, and it is also highly capable of handling complex will challenges. Kevin Kennedy is increasingly involved in matters at the intersection of private wealth and natural capital and heads up the team together with Justin Briggs, a private wealth and pensions expert who chiefly handles trusts matters. Suzanne Padmore is also a key contact for trusts disputes. Caroline Emslie left the team in December 2023.

Responsables de la pratique:

Justin Briggs; Kevin Kennedy


Autres avocats clés:

Suzanne Padmore; Michael Ward; Ken Kaar; Simon Lellouche


Les références

‘Kevin Kennedy – down to earth, clear and informative delivery, with a sense of humour ’

‘A wonderful team led by the superb Kevin Kennedy. Very good at managing large teams on complex cases. ’

‘Kevin Kennedy is an incredibly thoughtful lawyer who is excellent at devising a clear strategy and executing it. ’

Principaux dossiers


  • Advised a UK Landed Estate beneficiary on the winding up and resettlement of a complicated family trust structure.
  • Advised offshore trustees on claims raised by a beneficiary.
  • Advised a UK beneficiary on claims against a family member’s will and a challenge to lifetime transactions that prejudiced him.

Foot Anstey

Foot Anstey is well regarded in the market for its handling of will disputes, fielding a team that frequently represents clients in will forgery cases, proprietary estoppel claims, and claims made under the Inheritance Act 1975. Among the team’s wide-reaching client roster are a large number of farming clients, who chiefly instruct the group to handle trust and inheritance disputes related to rural and agricultural estates. Under the leadership of charity and private wealth disputes expert Lucy Gill, the team also acts for a diverse range of charities and trust corporations in claims brought by beneficiaries. Further key contacts include Alexandra Rogers, whose broad practice encompasses representing clients in contentious Court of Protection work.

Responsables de la pratique:

Lucy Gill


Autres avocats clés:

Alexandra Rogers; Emma Facey; Elizabeth Ware; Caroline Cowley


Les références

‘Alex Rogers is very understanding of the situation and quick to comprehend the issues. She is also ready to consult others.’

‘A strong team and department with a significant reach and position within this area of law, acting for some large, national, charities in relation to Contentious Trusts and Probate matters. Known for adopting a commercial, pragmatic and sensible approach to the resolution of disputes. ’

‘Elizabeth Ware and Alexandra Rogers – both are extremely knowledgeable and adopt a sensible approach to the resolution of disputes, whilst achieving excellent results for their Clients.’

Michelmores LLP

Michelmores LLP regularly handles disputes with a cross-border element, with charity clients and high-net-worth individuals routinely instructing the team to represent them as beneficiaries in trust and inheritance claims involving international assets. The team is additionally instructed by executors to act in breach of duty and professional negligence claims. Practice head Tony Cockayne is praised for achieving ‘excellent results' for clients in the south west and nationally, standing out in particular for his expertise in contentious legacy matters. Jasmine Ivory is also well regarded for her work on behalf of individual and charity clients.

Responsables de la pratique:

Tony Cockayne


Autres avocats clés:

Jasmine Ivory; William Coon; Georgia Wookey; Sara Chisolm-Batten


Les références

‘Michelmores offers the complete package, with a strong London and regional presence and with all the other resources in terms of expertise and experience which you could want. They frequently work for large charities as well as private individuals, giving them great insight into the full range of issues and concerns which a dispute of this nature can throw up.’

Tony Cockayne is really focused on achieving the best outcome for his clients and keeps the right level of involvement and oversight in his cases. He has an excellent sense of how a case will develop and where a deal may lie.’

‘Jasmine Ivory in particular is excellent: she absolutely gets to grip with the detail of a case and deservedly wins the trust of her clients and the respect of her opponents.’

Principaux clients

Cancer Research UK


RWK Goodman

In addition to handling a substantial volume of inheritance disputes, proprietary estoppel claims, and trustee-beneficiary disputes, the practice at RWK Goodman maintains an active Court of Protection offering as a result of practice head Amanda Noyce's expertise in contentious and non-contentious mental capacity matters. The team is also highly capable of acting in disputes related to multi-jurisdictional estates, with Mike Muston regularly handling complex contentious probate matters. Further key contacts in the team include Calum Campbell, who routinely handles TOLATA claims and other aspects of property litigation, as well as inheritance disputes expert Claire James.

Responsables de la pratique:

Amanda Noyce


Autres avocats clés:

Mike Muston; Calum Campbell; Claire James


Les références

‘Amanda Noyce is kind, caring, intelligent and knows her job inside out, even the complex issues.’

‘Mike Muston was my main point of contact in resolving my case. My overall experience with Mike was superb. He is highly knowledgeable in case law on contentious trusts and probate.’

‘My experience with Claire James was great. Claire was  very precise and transparent in her communication with me and am I grateful for her help in resolving my case. She also assisted in maintaining the trust built between RWK Goodman and myself.’

VWV

Under the leadership of ‘world-class' trusts, inheritance, and legacy disputes expert Michelle Rose, who maintains close relationships with a roster of national charities, entrepreneurial families, and celebrity clients, the team at VWV frequently acts in high-value trust and probate disputes on a national scale. The practice is routinely involved in will and trust validity challenges, as well as 1975 Inheritance Act claims, and it frequently represents clients in professional negligence claims. Alongside cross-border disputes expert Fiona Lawrence, Rose is also frequently appointed as an Independent Administrator in the course of long-running High Court cases between beneficiaries of deadlocked estates. Lawrence, who is well versed in mental capacity work, increasingly handles contentious Court of Protection matters. Contentious probate specialist Julia Hardy is a further key contact.

Responsables de la pratique:

Michelle Rose


Autres avocats clés:

Fiona Lawrence; Marianne Nankervis; Sally Rushton; Julia Hardy; Vicky Ward


Les références

‘Fiona Lawrence is a highly skilled and experienced professional, who from our first communication has impressed me with her vigour and determination in mediating a resolution to a toxic family dispute. Her written communication is outstanding and highly effective.’

‘VWV has a really excellent contentious trusts and estate team with vast experience in probate and trusts disputes. They are often instructed in complex, high value and multi-party disputes. Their calm and thorough approach to the preparation of the case and attention to detail secures some very good outcomes and really reassures their clients that they are in the right hands. The team is led by the wonderful Michelle Rose who is frequently brought in as an independent trustee or personal representative where relations between the existing parties have totally broken down. The frequency with which they are brought into resolve seemingly intractable disputes is testament to the firm’s experience and skill in these sorts of disputes.’

‘Michelle Rose has huge experience and is very astute in her handling of fraught and highly contentious situations.’

Clarke Willmott LLP

Clarke Willmott LLP's contentious probate offering is closely aligned with the firm’s agricultural litigation capabilities, enabling the team to represent a large number of farming clients in disputes involving agricultural estates. The firm routinely handles high-value proprietary estoppel and Inheritance Act claims in this space, and it is also well versed in dealing with disputes between trustees and beneficiaries, including over the administration of landed estates. Bristol-based lawyer Bonita Walters has a strong reputation for handling trust claims and succession disputes and co-heads the team with Esther Woolford in Taunton, who stands out for her expertise in agricultural claims.

Responsables de la pratique:

Bonita Walters; Esther Woolford


Autres avocats clés:

Polly Ridgway; Emma Ironside; Emily Jenkins; Robert Mullen


Les références

‘Polly Ridgway is tactical, pragmatic and committed to her clients and her case management is superb.

‘Esther Woolford heads an impressive team and her breath of knowledge in Contentious trusts and probate is excellent.’

‘The firm is a great choice for probate and trusts disputes, with appropriate subject-matter expertise coupled with a well-judged and efficient approach.’

Principaux dossiers


  • Acted for a client in a £3.3m proprietary estoppel case which received a Supreme Court ruling.
  • Acted for two clients in a high-profile successful High Court case establishing a precedent for claims for want of knowledge and approval.
  • Advised an estate on various trust and estoppel claims brought by two sons of the deceased.

Ellis Jones Solicitors LLP

Ellis Jones Solicitors LLP’s London- and Bournemouth-based team is well versed in the full gamut of contentious trust and probate matters, representing clients in will validity disputes, contested applications to the Court of Protection, and contests over trust administration, among others. The team represents a breadth of individuals, both as beneficiaries and executors, in proceedings over high-value estates, many of which involve complex domestic and offshore business and property assets. Practice head Lauren Day is noted for her wide-reaching knowledge of property and inheritance disputes, while Victoria Riddleston has handled landmark cases related to claims under the Inheritance Act 1975.

Responsables de la pratique:

Lauren Day


Autres avocats clés:

Victoria Riddleston; Luke Foot


Les références

‘Victoria Riddlestone was the person we interacted the most . She was awesome, knowledgeable, committed, passionate and empathetic. This was important to us . She listened carefully and understood.’

‘Personable support. Billing is prompt, detailed and on time. A good balance of empathy and advice given. Quick response anytime I call. Response time is almost immediate, always a response the same day which is unlike any firms I have worked with before. ’

‘Empathetic, supportive, engaged in my views and are great listeners. Never fault on the information provided and not afraid to provide honest legal advice which has not been my case with other firms. Everything is very personable and they cannot do enough to help. Even very last minute changes when deadlines are due is no trouble and my solicitor must’ve worked ‘out of hours’ to get things changes and it wasn’t displayed to me as a problem, only professional responses. ’

Steele Raymond LLP

Steele Raymond LLP’s varied practice extends across a growing volume of high-value disputes, ranging from Inheritance Act 1975 and proprietary estoppel claims to complex cases related to executor-beneficiary disputes and allegations of will forgery. The team is well-versed in alternative dispute resolution and is also frequently instructed to act in cases related to the administration of cross-border estates. Louise Maidment leads the team and boasts extensive experience in contentious estate administration and Court of Protection matters, while former practice head John Andrews remains very active in professional negligence cases.

Responsables de la pratique:

Louise Maidment


Autres avocats clés:

John Andrews


Les références

‘At all times we have received relevant, thoughtful and wise advice from the contentious trusts and probate team and have been dealt with in sensitive and professional manner. I can’t recommend this team highly enough. ’

‘Louise Maidment is a very experienced and efficient contentious probate lawyer with a marked ability to get straight to the point and identify what needs to be/can be done. She is clear and firm in explaining her advice and the reasons behind it to the client, and to frame her advice and correspondence so that each client can follow whether they are new to the legal process or not. She also has an understanding of the emotional position that many clients find themselves in this type of litigation, which is often not as driven by monetary concerns that other litigation, and is sensitive to this in her dealings with clients. She retains however the right professional distance while being supportive, and is frank and realistic with clients about the chances of success and the costs involved and takes a firm but courteous approach with the other side, and is pragmatic where appropriate. I never hesitate to recommend her to other solicitors and to clients. ’

‘It is a partner-led experience rather than having an associate being delegated the work with minimal supervision.

Stephens Scown LLP

Stephens Scown LLP fields a large team of lawyers in Exeter and Truro who are ‘very knowledgeable and experienced in contentious trusts and estates'. Aside from acting in a breadth of claims related to proprietary estoppel, trustee professional negligence, and inheritance provisions, the team represents clients in a growing volume of cohabitation disputes, as well as in mental capacity-related elderly abuse and will validity claims. Practice head James Burrows has substantial experience advising on the contested administration of domestic and cross-border estates, while Davina Haydon is also recommended for her ability to handle Inheritance Act 1975 claims.

Responsables de la pratique:

James Burrows


Autres avocats clés:

Davina Haydon; Tamara Hasson; Anna Garde-Evans; Eve Hebbron; Megan Wiles


Les références

‘The individuals I have worked with are all very efficient and really know their stuff. They are also extremely supportive.’

‘Although my main contact was Eve Hebbron, I always felt that there was a wealth of experience and knowledge amongst other members of the team that could be tapped into when specialist advice was required. Eve Hebron very quickly understood what was a very complicated case and provided sound advice to progress it.’

‘They are very knowledgeable and experienced in contentious trusts and estates. Potential clients can have confidence that they will be completely focused in achieving the client’s intended outcome. ’

Thrings LLP

Thrings LLP handles a diverse range of property, probate, trust, and Court of Protection disputes, with a particular penchant for handling will validity challenges and for representing both administrators and beneficiaries in estate administration disputes and professional negligence claims. Practice head Emily Prout is an ‘extremely knowledgeable' expert on trust and inheritance disputes who provides advice to high-profile individuals in a wide variety of matters, while Robert James is an agricultural litigator who acts in substantial proprietary estoppel claims related to farming estates and agri-businesses.

Responsables de la pratique:

Emily Prout


Autres avocats clés:

Robert James


Les références

‘I am dealing with Emily Prout who is extrememly knowledgeable and very helpful in her advice. She cuts to the problem at hand and is efficient in dealing with a complex situation.’

‘Emily Prout has a good bedside manner and is very clear at explaining the best way forward.’

‘Emily Prout is our lawyer from Thrings. She is calm, rational and extremely knowledgeable. She filled us with confidence from our first phone call and has not disappointed since. I would recommend her to anyone struggling with probate or legal issues. ’

Principaux dossiers


  • Represented the appellants in a Supreme Court appeal on the issue of relief in proprietary estoppel cases and the tension between expectation-based relief and detriment-based relief.

Trowers & Hamlins LLP

Trowers & Hamlins LLP’s private wealth disputes team stands out for its cross-border expertise, with a roster of ultra-high-net-worth individuals regularly instructing the team to advise on the contested administration of estates with business and property assets in multiple jurisdictions. Charisse Crawford, who heads up the Exeter practice, handles uniquely complex cases related to trustee removals, rectification claims, and inheritance disputes. Holly Bryan’s varied caseload includes claims under the Inheritance Act 1975 as well as disputes between trustees and beneficiaries.

Responsables de la pratique:

Charisse Crawford


Autres avocats clés:

Holly Bryan


Les références

‘Trowers & Hamlins have dealt with several complex cases with us over the last 12 months, including claims made under the Inheritance Act and cases involving trust disputes. One of their specialisms is contentious trusts and probate, for which they appear to provide an excellent service to their clients. ’

‘Charisse Crawford – Charisse is engaging and collaborative, but fights her client case with determination. She is good to have on the other side as she is a specialist in the practice area but also a pragmatist sop sees the value to her client in resolution of the dispute. ’

‘The team has a broad range of experience and specialism within contentious trusts and probate and expertise across the firm to handle even the most complex dispute. ’

Wards Solicitors LLP

Wards Solicitors LLP maintains an extensive probate disputes offering that extends across 13 offices in the south west, allowing the team to provide a large roster of clients with advice in contentious estate administration matters, Court of Protection issues, and challenges to the validity of wills. Elizabeth Fry leads the team and is praised for her ‘diligent and thorough' approach to a wide range of disputes related to mental capacity issues, as well as in claims under the Inheritance Act 1975. Ian Williamson is meanwhile noted for his expertise in property and trust litigation.

Responsables de la pratique:

Elizabeth Fry


Autres avocats clés:

Ian Williamson; Emma Kerry; Chloe King


Les références

‘Elizabeth Fry has been very diligent and thorough in our dealings. I have always felt Elizabeth has given me solid , clear advice and has always rigorously ensured that my interests are protected.’

‘Wards have been very approachable from the start of the process. All team members that I have dealt with have been professional and organised. Having many local branches that you can drop documentation into is a real bonus as it enable you to move things forward quickly. ’

‘Chloe King has dealt with my case from the start. She has been proactive and knowledgeable throughout. As I’m sure is the case with many people, embarking on a personal legal case is not something you will have done before and Chloe has provided clear and researched information throughout to make the process feel manageable.’

Willans LLP

The ‘thorough, tenacious and practicalPaul Gordon heads up the contentious trust and inheritance offering at Willans LLP, which is highly capable of advising across the full breadth of estate-related disputes and offers niche expertise in Inheritance Act 1975 claims related to agricultural assets, as well as in succession disputes surrounding challenges to family heritage. Gordon also regularly acts in disputes between executors and beneficiaries and has substantial experience in handling High Court cases. Further key contacts include Katie Duthie and Laura Stone, both of whom handle a diverse range of wills and trust disputes.

Responsables de la pratique:

Paul Gordon


Autres avocats clés:

Katie Duthie; Laura Stone


Les références

The team works as one unit under the careful eye of Paul Gordon. They are responsive and manage clients’ expectations well.’

‘Paul Gordon is a tactician when it comes to mediations. He knows when to strike and apply the pressure to get good outcomes for clients. ’

‘Paul Gordon is thorough, tenacious and practical. He is exactly the person you want on your team as opposed to on the other side. Katie Duthie is a dream to deal with, she is inherently sensible and reasonable.’

Wilsons

Wilsons' Salisbury team chiefly handles legacy disputes and maintains a sizeable roster of national charity clients who benefit from the team’s ability to represent them in will validity challenges, TOLATA disputes, proprietary estoppel claims, and disputes with executors of the administration of high-value estates. The team also stands out for its expertise in alternative dispute resolution, with a strong record of resolving cases at mediation. Charlotte Watts heads up the team and marries expertise in charity, mental capacity, and contentious trust matters. Fiona Campbell-White, James Aspden, and Peter Jeffreys are further key contacts

Responsables de la pratique:

Charlotte Watts


Autres avocats clés:

Fiona Campbell-White; James Aspden; Peter Jeffreys; Gillian Fletcher; Debbie Ashenhurst


Les références

‘Clients love Charlotte Watts because of her amazing ability to make the complexities of litigation seem straightforward. She has great instincts and a nose for the winning point.’

‘James Aspden is a star.’

‘The team is well-recognised as the go-to firm to represented charities and charitable trustees in trusts and estate disputes. They provide real depth of experience in this field which is invaluable in ensuring the best outcome for their clients.’

Principaux clients

RNLI


RSPCA


Macmillan Cancer Support


PDSA


Guide Dogs


Shelter


RNIB


Royal British Legion


St Christopher’s Hospice


British Heart Foundation


Blanchards Bailey LLP

Dorset-based firm Blanchards Bailey LLP stands out for the service it provides to rural clients, who benefit from the inheritance disputes team’s integrated knowledge of property and agricultural litigation. Paul Dunlop, an experienced litigator who regularly represents clients in proprietary estoppel claims related to disputes over agricultural estates, jointly heads up the team with Lucy Mignot, who is recognised for her knowledge of trust disputes, claims under the 1975 Act, and contentious Court of Protection matters.

Responsables de la pratique:

Paul Dunlop; Lucy Mignot


Les références

‘I can’t have been the only case they were working on – Lucy Mignot must have had several equally demanding situations/cases running concurrently. Yet I was treated as if she was completely dedicated to me. ’

‘Excellent spread across smaller towns of Dorset and Wiltshire. Real strength across different teams allows expertise to be shared.’

‘Lucy Mignot is a star. Calm, considered, thoughtful and practical. A wise, reassuring presence for clients.’

Principaux dossiers


  • Represented a trustee in a complex trust dispute and won at trial after taking over conduct from another firm who had been dealing with the matter for over 10 years.
  • Acted for a client in an undue influence, lack of capacity, and fraudulent calumny claim with an agricultural element.
  • Acted for a client in undue influence and 1975 Act claims and in counterclaims against her under the doctrine of proprietary estoppel and TOLATA.

Coodes Solicitors

Coodes Solicitors‘ Truro-based team acts for both defendants and claimants across Inheritance Act 1975 disputes, claims of professional negligence levied against executors and trustees, will validity challenges, and proprietary estoppel claims, in addition to acting for vulnerable clients in contested Court of Protection applications. Melanie Grose, who leads the team, maintains a broad contentious probate practice that encompasses both domestic and cross-border disputes.


Responsables de la pratique:

Melanie Grose


Autres avocats clés:

Hayley Gaffney


Les références

‘The team at Coodes have been incredibly knowledgeable, understanding and reassuring. I found them to be outstanding compared to others I have dealt with previously. Meetings and communications that are flexible from in person to video conferences, are great options that they offer; especially when an urgent issue or matter arises. The team are always on hand to provide support and assistance.’

‘Melanie Grose and Hayley Gaffney have been representing myself and find them to be outstanding solicitors, considerate and extremely knowledgeable. Melanie always manages to put me at ease and explains all legal aspects in a way that its easy to understand and be reassured by. I feel that Melanie is exceptional and has extensive legal knowledge and experience. Hayley is very approachable and takes the time to listen and take worries into account when advising. I believe that she is a great solicitor and a great asset to Coodes. When Melanie and Hayley are working together they a force to be reckoned with and would recommend them to anyone needing legal assistance.’

‘Originally during stage, one and, two our team member was HG. HG did advise we would win, but unfortunately that wasn’t the case we found that to be a negative on the part of the early litigation officer and felt this was a weakness on the part of the early team. The file was transferred over to Mel and Jenny, diligently worked on our case for about a year and advised us well, kept us notified at all times my sisters and I found them to be approachable and explained when we were not able to quite understand, they would provide basic legal instructions without the court terminology. (I will be forever grateful for their advice and support) we were a great team. ’

Frettens LLP

Frettens LLP‘s estate disputes offering is headed up by the ‘exceptionally knowledgable and practical‘ Michelle Hayter, who divides her time between Christchurch and Ringwood and maintains a diverse caseload of TOLATA disputes, financial abuse and mental capacity issues, and Inheritance Act 1975 claims. Anna Curtis in Christchurch is also a key contact for TOLATA matters and disputes over wills.


Responsables de la pratique:

Michelle Hayter


Autres avocats clés:

Anna Curtis


Les références

‘Very strong ethos of guiding clients to early neutral evaluation, alternative dispute resolution and mediation’

‘Michelle Hayter exceptionally knowledgable and practical’

‘Hello this company is extremely supportive and very very efficient! Always keeping us up too date on the situation, we were very pleased too find them too represent us and are truly grateful for their help !! ’

Principaux dossiers


  • Represented a client in a TOLATA 1996 claim brought against her by her ex-partner, which sought 50% of the jointly owned property which the claimant alleged was worth £425k and eventually settled at £85k.

Porter Dodson

Porter Dodson LLP handles a large volume of wills disputes, acting for executors and beneficiaries in contentious estate administration matters, in addition to handling will validity challenges related to capacity issues and Inheritance Act 1975 claims. The team is led by Chris Green, who works closely with the firm’s private wealth team to provide comprehensive estate and legacy administration advice to individuals and charities.


Responsables de la pratique:

Chris Green


Les références

‘Porter Dodson have been on the other side of a range of complex cases with us. One of their specialisms is contentious trusts and probate and they provide an excellent service to their clients based in the South West. ’

‘Chris Green is a highly regarded solicitor in his field. He comes across as a business-minded problem solver which is clearly in his clients’ interests.’

‘Porter Dodson do a good job of handling clients across the South coast and offer excellent value for money.’

Slee Blackwell

Legacy disputes expert Naomi Ireson and professional negligence specialist Lee Dawkins jointly head up the contentious probate offering at Slee Blackwell, which covers a wide range of disputes related to TOLATA claims, will validity challenges, and breach of trust allegations, among others. Further key contacts include Hayley Bundey, who handles disputes between former cohabitees, and Chris Holten, who routinely handles claims brought by members of the LGBTQ+ community.

Responsables de la pratique:

Naomi Ireson; Lee Dawkins


Autres avocats clés:

Hayley Bundey; Chris Holten


Les références

‘The team at Slee Blackwell are hard working, conscientious and go above and beyond for the clients. The solicitors I have worked with are always available should I have any queries and they know their cases inside out. I would have no hesitation recommending them to anybody.’

‘I have worked with Naomi Ireson on a number of cases. All of the cases we have worked on have been organised and considered. Naomi clearly cares deeply about her clients and will go out of her way to reassure them. ’

‘User friendly, reliable, cost conscious for their clients’

Principaux dossiers


  • Defended a defendant successfully against a claim under the Inheritance (Provision for Family and Dependants) Act 1975.

Stone King LLP

Stone King LLP specialises in handling legacy disputes for a roster of charity clients and is noted for its cross-border contentious offering, routinely acting in cases involving trust and will claims over offshore estates. Luke Watson heads up the practice and regularly defends charities in Inheritance Act 1975 claims over high-value estates, while Daniel Harris is a key contact for many of the team’s foreign charities, as well as for UK charities receiving legacies from internationals.

Responsables de la pratique:

Luke Watson


Autres avocats clés:

Daniel Harris; Elle McDonald; Andrew Mortimer


Les références

‘Wonderful to work with. Clever, measured and calm, the paradigm of professional legal services. The team has a good range of experience and the contentious trusts and estates team and non-contentious, private international and charity teams work seamlessly.’

‘Luke Watson leads the contentious trusts and estates team. Luke is highly experienced and a lovely person. Clients, the rest of the team, and opponents respect him.

‘Elle McDonald has been a specialist contentious trusts and estates lawyer since her training contract. She worked in 3 other well respected specialist teams before joining Stone King. At Stone King, Elle has developed into a capable and confident expert dedicated to getting results for her client’s efficiently.’

Wollens

Wollens handles inheritance and wills disputes for a roster of domestic and international high-net-worth individuals, executors, and beneficiaries, with a strong focus on farming estates. Craig Smith, who has extensive experience in contentious probate and Court of Protection matters, jointly heads up the team with commercial litigator Simon Bean.


Responsables de la pratique:

Simon Bean; Craig Smith


Les références

‘Wollens are a Devon & Somerset Law Firm of the Year with clients throughout the UK and not just a local but national and international perspective dealing with properties and Estates worth not only hundreds of thousands but hundreds of millions of pounds in jurisdictions throughout Europe. Its Contentious Trusts and Probate Team has a unique insight into the many varied and diverse aspects of dispute resolution including contentious probate and inheritance claims, lifetime gifts, capacity and approval, undue influence, Executor & PR administration, proprietary estoppel, Tolata and common intention trusts. ’

‘Craig Smith, the Team Leader, deserves special praise and recommendation. He is a highly focused and skilled solicitor expert in the field of dispute resolution. He is highly sensitive to his clients’ needs and dedicated to finding solutions. ’

‘A firm who delivers excellence in the field of Contentious Trusts and Probate not least through the excellence of Craig Smith.’