Firms To Watch: Contentious trusts and probate

Fladgate LLP 'have leapt up the contentious trusts pecking order with the recruitment of Simon Goldring and his team from MTG. They now have a first-class contentious trusts offering’. Goldring joined the firm in January 2024 from Maurice Turnor Gardner LLP alongside a number of other lawyers.

Contentious trusts and probate in London

Baker McKenzie

Anthony Poulton, who has been described as ‘the pre-eminent offshore trusts litigator in London’, heads the practice at Baker McKenzie. It is ‘one of top teams in London-based private client disputes'. The group regularly acts in the most major and international trusts disputes with vast experience in co-ordinating actions across borders, and its familiarity with the main international offshore jurisdictions is key to its success. The practice continues to work with the private banks and trust companies operating in the leading offshore jurisdictions. Other important members of this ‘world-class’ team include Gemma Willingham, Yindi Gesinde, and Luke Richardson. In addition, the team works closely with lawyers in its wealth management group to advise on a whole host of other private client matters.

Praxisleiter:

Anthony Poulton


Weitere Kernanwälte:

Gemma Willingham; Yindi Gesinde;  Luke Richardson; Gareth Roberts


Referenzen

‘They offer unparalleled expertise and a hands-on approach that truly sets them apart. Anthony Poulton and Gemma Willingham have been not only accessible but deeply engaged. Their vast network, transparency, and collaboration, have all contributed to a comprehensive service that consistently yields solutions to complex problems.’ 

‘Anthony Poulton is an industry veteran with a highly analytical and consistently level-headed approach. I can always rely on him for an objective view and a deeply thought through strategy.’

‘Gemma Willingham’s attention to detail and client-specific consideration is unmatched. Her network, breadth and depth of knowledge, and problem-solving capabilities have been invaluable.’

Kernmandanten

Dr Winston Wong


Highlight-Mandate


  • Advising Dr Wong, an ultra-high-net-worth client, in his global litigation to recover assets worth over $20bn presently held by trustees, individuals, and companies in multiple jurisdictions.

Boodle Hatfield LLP

Boodle Hatfield LLP 'is the gold standard in this area' and 'they are sought out for some of the largest and most complex cases both in the UK and offshore’. The team’s work is often high value, complex and international. Andrea Zavos spearheads the department, which is skilled at advising on developing areas of law. It now has considerable expertise in advising on modern family trust litigation surrounding illegitimate, adopted, and surrogate children. It is also increasingly working on a number of substantial high-value trust partition cases involving a second or third generation of beneficiaries who lose faith in the trustees' ability to maintain equality, and subsequently seek an exit. Simon Rylatt advises on numerous significant contentious trusts and estate disputes both onshore and offshore. Mark Lindley specialises in resolving disputes regarding trusts, estates, tax, and gifts. Also recommended is Nicola Bushby, who is an accomplished litigator for wealthy clients. Many of her cases involve complex mental capacity issues. James Woods-Davison is another key member of the group.

Praxisleiter:

Andrea Zavos


Weitere Kernanwälte:

Simon Rylatt; Mark Lindley; James Woods-Davison; Nicola Bushby


Referenzen

‘Andrea Zavos is rightly regarded as a star. I have also been very impressed by James Woods-Davison, who has the ability to remain calm and focussed in the midst of fast-paced and hotly contested litigation.’

‘Mark Lindley is super smooth, calm, and wonderful. Nicola Bushby is keen to push the boundaries.’

‘A market-leading private client team, specialising in UHNW family disputes. They know the market very well and are very adept at UHNW client-handling; they are also very knowledgeable of, and comfortable with, offshore jurisdictions and courts.’

Charles Russell Speechlys LLP

The ‘superb team’ at Charles Russell Speechlys LLP is ‘absolutely at the top of the tree'. It is praised by clients for its 'enormous expertise and experience, and there are few big, high-profile cases it is not involved with’. Graeme Kleiner sits at the helm of the group and has been described as an ‘excellent litigator’ who is ‘great on the big-ticket cases’. The group has a stellar reputation in the UK and internationally. The team also works in tandem on some of the largest international divorce cases involving attacks on trusts, asset tracing, and fraud matters. There is a particular focus on attracting high-value cross-border disputes work, often involving multiple jurisdictions. Ziva Robertson is a solicitor-advocate who advises clients on cross-jurisdictional litigation, while Tamasin Perkins is a known name for her work with elderly clients, international Court of Protection cases, and capacity work. Oliver Auld, Duncan Elson, and Tom Watts are all highly regarded. Edward Birrell was promoted to the partnership in May 2024.

Praxisleiter:

Graeme Kleiner


Weitere Kernanwälte:

Ziva Robertson; Duncan Elson; Oliver Auld; Tamasin Perkins; Tom Watts; Edward Birrell; Sarah Moore; Jessie Davies


Referenzen

‘Graeme Kleiner is known everywhere. Thomas Watts is a really great associate who will really go somewhere.’

‘Graeme Kleiner is highly experienced and tactically adroit. Tamasin Perkins is extremely client focused and inspires confidence in her clients. Oliver Auld is an excellent lawyer and litigator. Tom Watts is an impressive member of the team.’

‘Duncan Elson has enormous experience, he really fights his client’s corner. Graeme Kleiner is hugely experienced, a superb lawyer, excellent with clients and knows when to fight and when to settle. Tamasin Perkins is also excellent with clients and has enormous experience. There are some excellent associates such as Tom Watts.’

Highlight-Mandate


  • Representing a farming family successfully in bringing claims for proprietary estoppel, unjust enrichment, and professional negligence in relation to development of farming land and declarations of trust.
  • Acting for a defendant in High Court proceedings concerning claims relating to a Grade I listed property in Buckinghamshire designed by Sir John Soane with Grade II listed Capability Brown grounds, worth approximately £15m.
  • Acting for the Claimants in High Court proceedings in relation to a promise to make wills and the subsequent succession of 40% of the shares in a family company, which operates a number of cafes, restaurants, and kiosks across various locations in central London.

Clifford Chance LLP

Clifford Chance LLP's private wealth and asset management disputes practice has a vast array of experience in advising clients on high-value and complex disputes which frequently involve multiple jurisdictions, both onshore and offshore. It has leading practitioners in London, Europe, the Middle East, and Asia Pacific, and is well-placed to handle cross-border disputes. In addition, it is frequently advising trustees and clients on sanctions and regulatory-related risks. Practice head Jeremy Koskybrings immense experience to the space making the firm a select choice for the very biggest matters’. Maxine Mossman has extensive trust disputes experience in England, Jersey, Guernsey, the Cayman Islands, and the British Virgin Islands, and she is experienced in advising both trustees and high-net-worth individuals. Laura Hasson acts for a variety of clients, including financial institutions, sovereign wealth funds, corporates, trustees, protectors, and beneficiaries. Nicole Buncher has recently moved to the firm's Dubai office.

Praxisleiter:

Jeremy Kosky


Weitere Kernanwälte:

Maxine Mossman; Laura Hasson; Emily Elliott; Charles Joseph


Referenzen

‘Formidable department whose cross-over with expertise in the commercial world, banking and private equity make it the ideal choice for the most dynamic entrepreneurs’ contentious private client needs.’

‘Jeremy Kosky is a hugely respected and influential figure in the private wealth disputes arena. He is currently engaged in a number of enormous matters. Utterly committed to his client, absorbed in the detail of his case, while being able to bring perspective and commerciality to the client’s needs. Emily Elliott is a star associate of the future.’

‘An absolutely top-drawer contentious trusts practice led by the formidable Jeremy Kosky and stocked with an array of outstanding talent through the ranks.’

Kernmandanten

John J Moores


Butterfield Trust


ING Bank


Sequent


Highlight-Mandate


  • Advising members of the Sackler family on a potential settlement of all of the many claims being brought against them across the US in relation to their pharma business, Purdue.
  • Acting for ING Bank in defence of a High Court claim for payment of €70m under a performance bond.
  • Acting for one of the heirs of Dr Jan Kulczyk and associated companies in their defence of English proceedings involving claims of breach of contract and for remedies against alleged overpaid beneficiaries under a will administered under Swiss law, brought against its clients together with a family member and a family trust.

Farrer & Co

Farrer & Cocombines boutique firm client service, with city law quality’. The ‘heavyweight’ team is ‘at the top of its game’ and is ably co-led by Toby Graham and Jeremy Gordon. The department is best known for its work on complex and high-value disputes with an international dimension, which often set legal precedents. It is regularly involved in many of the largest trust and estates disputes, frequently involving values of several billion pounds. The firm’s stable of domestic and international ultra-high-net-worth clients also includes trust companies and fiduciaries. Joanna Poole advises trustees and beneficiaries on the full range of onshore and offshore contentious matters. Charlotte Fraser specialises in international trusts, probate, and succession disputes. Henrietta Mason is another leading member of the group, along with Elizabeth Sainsbury. Tom McPhail also garners praise for his work in this space. Joseph de Lacey left the firm in December 2023 and is now at Fieldfisher.

Praxisleiter:

Toby Graham; Jeremy Gordon


Weitere Kernanwälte:

Charotte Fraser; Joanna Poole; Henrietta Mason; Elizabeth Sainsbury; Tom McPhail; Michael Welsh; Melody Munro


Referenzen

‘Toby Graham, Jeremy Gordon, and Charlotte Fraser are all stars in this field. All the more junior associates are impressive.’

‘Undoubtedly one of the best teams in the country. It comprises several very strong solicitors, but the superb Charlotte Fraser and wonderful Joanna Poole are particularly well respected in the contentious trusts and probate world.’

‘Tom McPhail is without a doubt the best associate I’ve worked with. He is extremely clever and very pleasant to work with. Toby Graham is brilliant at moving a case forward, and despite his seniority will get his hands dirty in the detail.’

Kernmandanten

The Administrators of the Estate of Vladimir Scherbakov


Toby Graham as trustee of the Harbour Trust


Beneficiaries of the Estate of a wealthy property developer


Co-Trustee of an English-law trust and a Panamanian company of which the Trustees are jointly the sole shareholders


Highlight-Mandate


  • Acting for two partners of the firm appointed by the Courts in England, the BVI, and Singapore as interim administrators of the Estate of the late Vladimir Scherbakov in these three jurisdictions.
  • Acting for Toby Graham as trustee of the Harbour Trust in the context of a trust established by court order following a highly complex fraud dispute.
  • Acting for the co-trustee of a sizeable English-law trust holding valuable property in central London and an investment portfolio, via a Panamanian company.

Forsters LLP

Forsters LLP is ‘the best of the best', with a leading reputation for its work on high-value and multi-jurisdictional disputes. Practice head Roberta Harvey is ‘a brilliant partner with great work and a relentless work ethic’. Harvey has a first-rate reputation for her work with wealthy individuals, family offices, trustees, protectors, executors and beneficiaries on a broad range of contentious trusts and estate matters. The practice is noted for its ‘particular experience in assisting members of ultra-high-net-worth families in the context of disputes arising from the breakdown in family relationships'. Alison Meek regularly works with professional trustees and trust companies, both onshore and offshore, executors, and beneficiaries. Emily Exton is another eminent practitioner, and Hannah Mantle, Maryam Oghanna, and Ashleigh Carr are all highly recommended.

Praxisleiter:

Roberta Harvey


Weitere Kernanwälte:

Alison Meek; Emily Exton; Maryam Oghanna; Hannah Mantle; Ashleigh Carr; Rory Carter


Referenzen

‘Forsters provide an excellent service, with great knowledge and expertise in this specialist area. They have a first-rate team, with great strength in depth. They also have the ability to call on the assistance of a very strong private client, non-contentious team, where the occasion demands.’

‘Roberta Harvey is a formidable litigator with astute judgement and vast experience. Hannah Mantle is extremely impressive; she is very responsive and gives calm and wise counsel in fraught situations. At associate level, Ashleigh Carr is a stand-out associate. She is unflappable and all over the detail of a case.’

‘The team at Forsters is simply brilliant. They are all well on top of their brief, fiercely intelligent and have a brilliant client manner.’

Macfarlanes LLP

The ‘Rolls-Royce team’ at Macfarlanes LLP has ‘endless experience of big cases.’  It is a go-to firm for high-value and complex disputes for high-net-worth families, individuals, trustees, and family offices. It receives a very steady flow of instructions on disputes involving some of the largest trusts and estates, which often hold prominent businesses, substantial properties, as well as large cash and investment portfolios. It acts for individuals and institutions from around the world. Practice head Charles Lloyd is ‘the doyen of the contentious trusts world. He is completely unflappable and exudes confidence’. Jonathan Arr is a ‘superstar’ who is an experienced litigator in England and offshore. Elizabeth Doherty covers a wide range of trust and estates disputes both domestically and internationally. She frequently advises on claims for breach of trust and matters such as Public Trustee v Cooper applications. Jacob Ward is regularly involved in large-scale international mandates.

Praxisleiter:

Charles Lloyd


Weitere Kernanwälte:

Jonathan Arr; Elizabeth Doherty; Jacob Ward; Emma Cohen


Referenzen

‘Quite simply, they have it all. They have superb technical abilities, and clients feel absolute commitment to their cases. They are also fun to work with, relatable, and the quality of work is second-to-none.’

‘Charles Lloyd is just brilliant. Incisive and utterly fearless. Jacob Ward is a standout with fantastic technical knowledge. He is a great communicator and absolutely on top of the detail. I’d have him on my side anytime.’

‘Jonathan Arr has a great team working for him who are all clearly loyal and consistently talented focused and hardworking. Jonathan and his team have helped build a great relationship with our team which makes the challenging and complex environment also enjoyable.’

Mishcon de Reya LLP

Mishcon de Reya LLP is ‘one of the strongest players in the market' with 'real strength in depth'. It specialises in complex, intra-family and high-value, domestic and international trust and succession disputes. These disputes often involve asset-tracing and recovery in offshore jurisdictions. The group has significant experience in advising individuals, family offices, protectors, executors, and trustees. Mark Keenan has been praised as ‘the consummate grandmaster, who seems to know where every piece on the board is going to be six moves ahead’. Co-head Peter Steen is well-known on the onshore and offshore contentious trusts circuits, while Jessica Medus works on complex international disputes concerning trusts and succession. She acts for individuals, corporate trustees, family offices, and charities. Also recommended is Emilia Piskorz, who has particular expertise in advising corporate and individual trustees, beneficiaries, and those with an interest in an estate.

Praxisleiter:

Mark Keenan; Peter Steen


Weitere Kernanwälte:

Jessica Medus; Emilia Piskorz; Mariel Stringer-Fehlow; Emily Bueno


Referenzen

‘Mark Keenan has seen it all in contentious probate. He has exceptional legal knowledge and he is also an excellent tactician, very approachable and personable.’ 

‘The team is both deep and broad, and seems to be able to handle huge amounts of work, some of it international, without losing quality.’

‘Mark Keenan is a calm, good strategic thinking with very good client management skills. Jessica Medus is thorough and methodical, and she seems like a very good manager of the associates under her.’

Payne Hicks Beach LLP

Payne Hicks Beach LLP fields an ‘uniformly excellent team with some of the best talent’. The ‘super smart’ Richard Manyon heads the department, which has its roots in traditional chancery work, advising on disputes affecting some of the oldest and largest landed estates. Its reputation has now grown in the international sphere, and it regularly handles the most challenging multi-jurisdictional and domestic trust and estate disputes. The group is skilled at advising on issues involving complex structures, family governance, and allegations of breach of trust or duty in relation to tax. Another core area of focus is working with its family department to advise on an array of trust matters in the context of divorce proceedings. The ‘tactically astuteJessica Henson also has a very busy practice advising on the full spectrum of high-value wealth disputes. Ane Vernon is another experienced litigator, and Charlotte Henshall is also highly regarded. Clementine Dowley has particular expertise in matters involving complex corporate structures, company law issues, and cross-border elements.

Praxisleiter:

Richard Manyon


Weitere Kernanwälte:

Jessica Henson; Ane Vernon; Charlotte Henshall; Sean Knight; Rosie Sells; Emily Stoneham; Clementine Dowley


Referenzen

‘PHB has a first-rate contentious trust and probate team. They are knowledgeable, fast to react and have very good litigation instincts. They also have excellent resources within the firm to call on when needed, where issues of tax, family law or company issues arise.’

‘Richard Manyon is superb. He is very clever but always has a practical solution in mind and works tirelessly to achieve it. Jessica Henson is equally determined, pragmatic and knowledgeable.’

‘The team has some excellent associates. Rosie Sells is fantastic with an amazing eye for the crucial detail, and she is bright and very responsive. Charlotte Henshall is also a standout member of the team; she manages complex dynamic situations with calm and expertise.’

Stewarts Law LLP

Stewarts Law LLP ‘are at the top of the ladder in terms of litigation boutique practices’ and clients note that ‘they have strength in depth from partners down to associates’. It is well-known for specialising in complex, large-scale and high-profile trust, probate, and capacity disputes in England, and other major jurisdictions. The team, under the leadership of James Price, has been involved in some of the sector’s largest and most complex multi-jurisdictional matters. Geoff Kertesz is dual-qualified in California and England and Wales. He is frequently instructed in high-value and high-profile private wealth disputes, both in the UK and further afield. Emma Holland is adept at handling major trusts and probate disputes, and is also focused on disputes relating to capacity. Marcus Parker has a wealth of experience of managing global disputes for wealthy families, and their associated structures. Luca del Planta is now at Walkers Bermuda.

Praxisleiter:

James Price


Weitere Kernanwälte:

Geoff Kertesz; Jemma Goddard; Emma Holland; Judith Swinhoe- Standen; Marcus Parker


Referenzen

‘Judith Swinhoe- Standen is super on the ball. Emma Holland’s planning is amazing. I love working with them.’

‘Geoff Kertesz is brilliant. He is switched on, pragmatic and commercial and is fantastic to work with or against. James has done an impressive job building up the team and the practice. Emma Holland is really excellent.’

‘Marcus Parker is an outstanding operator. He instinctively knows how best to situate clients with the right advice and solve the problems that every mandate poses. He does all of this seemingly effortlessly and with a pitch-perfect manner.’

Kernmandanten

Ven-Jiao Wang (Tony Wang)


Great Ormond Street Hospital Children’s Charity


Taylor Wessing LLP

At Taylor Wessing LLP, ‘the team has wide knowledge of commercial matters and has the ability to distil information to non-lawyers in a very professional way’.  Emma Jordan heads the practice, and is dual-qualified as both an English barrister and a Jersey advocate. The team includes Kirstie McGuigan, whose practice spans contentious and advisory work, and Caroline Tayler, who has a strong reputation for trusts advice in divorce proceedings. The stellar team advises on civil fraud work, asset-tracing, and recovery in the context of offshore trusts and structures. Another area of strength is advising on insolvent trusts. The group has been busy handling high-value issues of capacity, particularly where the protector loses capacity. Its client base includes ultra-high-net-worth individuals and families who have interests in two or more jurisdictions, and it represents more than 100 families with global wealth in excess of $1bn, eight royal families, and around 300 individuals and families worth over $100m.

Praxisleiter:

Emma Jordan


Weitere Kernanwälte:

Kirstie McGuigan; Caroline Tayler; Kate Silberman


Referenzen

‘Emma Jordan combines both a keen knowledge of the law and sound practical and client management skills.’

‘Emma Jordan’s knowledge of different jurisdictions is outstanding.’

‘Their knowledge base is incredibly deep. They work effectively and efficiently as a team which is sometimes difficult with large teams. Very easy to work with and seem to work well with other lawyers from other jurisdictions.’

Kernmandanten

Mondo Bongo LLC


UBO of Mondo Bongo LLC


Matteo Volpi


Equity Trusts (Jersey) Limited


Guardian Ad Litem


Harbour Fund II, LP


The Administrator of the Estate of Lord Jacobs


The Trustees of the Jacobs Charitable Trust


Highlight-Mandate


  • Acting for a world-renowned Hollywood actor and his Californian LLC in complex multi-jurisdictional litigation concerning a wine business and associated Chateau and land.
  • Representing the eldest son of an ultra-high-net-worth Italian family dealing in Oil and Gas in confidential multi-party arbitration proceedings involving a claim for breach of trust and dishonest assistance related to a wholesale distribution out of trusts of approximately $4bn to his father, the Settlor.
  • Acting for the Guardian Ad Litem appointed by the Bermuda Court to represent the interests of young and yet-to-be-born beneficiaries of high-value family trusts in a Public Trustee v Cooper application brought by the Trustee.

Withers LLP

Withers LLPis at the top of the tree in terms of private client work and trust related matters. It has a wealth of experienced lawyers in its ranks and a well-earned reputation for being very client focused and diligent’. It has ‘great strength in depth in its lawyer bench’. Led by Suzanne Todd, it has continued to attract a variety of complex and high-value cases from around the globe. The entire team is adept at handling cross-border and complicated trusts, estate, inheritance, and Court of Protection disputes. It has a solid grounding in charity legacy disputes, and in domestic work too. Paul Hewitt continues to be recognised as one of the top contentious trusts and probate practitioners, along with Steven Kempster. Stephen Richards is increasingly advising families of which a vulnerable member, often with cognitive decline, has suffered financial abuse. Natasha Stourton has a particular interest in the succession and trusteeship of digital assets and cryptocurrencies. Senior Counsel Dawn Goodman is recommended, along with Alice TomlinSarah Aughwane, and Alexandra Dix.

Praxisleiter:

Suzanne Todd


Weitere Kernanwälte:

Dawn Goodman; Paul Hewitt; Steven Kempster; Stephen Richards; Natasha Stourton; Alice Tomlin; Richard Walker; Alexandra Dix; Sarah Aughwane


Referenzen

‘This is one of the strongest contentious trusts and probate teams in the country. Paul Hewitt is a master of strategy and tactics and not someone you would want to face on the other side.’

‘Stephen Richards is an excellent solicitor and litigator. He is calm and unflappable, providing clear and measured advice to clients, even in very difficult and challenging circumstances and is excellent at identifying a clear strategy for a case.’

‘Natasha Stourton provided seamless support for me and my junior. Other excellent work in the team was done in particular by Richard Walker and Alexandra Dix.’

Kernmandanten

GP Hinduja and Family


Beneficiary of trusts


Two Private Trust Companies


Bond


Trident Trust Company (Singapore) Pte Ltd


S Etroy and RBC


Macmillan Cancer Support and Marie Curie


Chan


Highlight-Mandate


  • Acted for three of the Hinduja brothers, one of Britain’s wealthiest families, in Court of Protection proceedings involving over 20 hearings (at First Instance and the Court of Appeal) arising from the incapacity of the family’s patriarch.
  • Advising two of the children of a multimillionaire tyre magnate and racehorse breeder on challenging the validity of his purported last will.
  • Advised the trustees of two high-value BVI trusts holding assets in Hong King, Singapore, Japan, and Australia on the successful court blessing of their decision to partition and distribute the trust assets against a highly acrimonious family background which included a dispute over parental rights arising out of international surrogacy arrangements.

Herbert Smith Freehills LLP

Herbert Smith Freehills LLP has a dedicated private wealth practice, which comprises senior disputes, advisory, and transactional lawyers. The team is well placed to handle a range of contentious, structuring, tax, and advisory matters. It regularly assists institutional clients, including banks and trust companies, as well as trustees, their insurers, beneficiaries, family offices and ultra-high-net-worth individuals. In addition, led by Richard Norridge, it frequently works on complex actions pursuing or defending trustees. These claims are often in relation to breach of trust and third-party claims by or against trustees. The group has also acted in the arbitration of a number of trust disputes. Nick Clayton advises on various private wealth tax disputes, while William Turner, who is a solicitor advocate, is also recommended.

Praxisleiter:

Richard Norridge


Weitere Kernanwälte:

William Turner; John Mathew; Nick Clayton


Referenzen

‘The team is always responsive and collaborative. They are very experienced lawyers and easily understand client needs. Richard Norridge provides reassuring guidance. He is adept at simplifying complex legal matters.’ 

‘They are practical and to the point with solid background knowledge.’

‘Richard Norridge is really a distinguished leader in the area who brings unparalleled niches to his client. His professional knowledge is always up-to-date, and his experience in managing the case and litigation strategy is impressive.’

Kernmandanten

Dr Lo Ka Shui


Bernie Ecclestone


Highlight-Mandate


  • Represented members of the Lo Family, one of Asia’s richest families by net worth, in two sets of Hong Kong High Court proceedings and in an ongoing beneficiary dispute relating to a family trust, which holds over $1bn of assets, being a 33% shareholding in the Hong Kong-listed Great Eagle Holdings.
  • Acted for Bernie Ecclestone in civil and criminal proceedings brought by HMRC and CPS in respect of investigations into Mr Ecclestone’s UK tax affairs.

Howard Kennedy LLP

There are no weak links at Howard Kennedy LLP‘ and the team is praised as ‘one of the best teams in the sector’.  Under the ‘fantastic’ leadership of Naomi O’Higgins, the ‘strong team with pots of really good lawyers’ boasts a wealth of experience in advising wealthy clients on complex and high-value  disputes. In addition, the group is skilled at looking at various forms of alternative dispute resolution. A large proportion of its work includes elements of international succession, as well as offshore assets and trusts. The ‘super efficient’ Emily Mailer plays a pivotal role in the department, and Monika Byrska has a high-net-worth international client base. Tom Deely has moved to Russell-Cooke LLP.

Praxisleiter:

Naomi O’Higgins


Weitere Kernanwälte:

Emily Mailer; Monika Byrska; Brendan Udokoro


Referenzen

‘Naomi O’Higgins is a very experienced litigator. She really fights for and empathises with her clients. She is all over the detail and doesn’t hesitate to get stuck in, but never forgets to think about her clients’ best interests.’

‘Monika Byrska’s affable manner endears her to clients and disarms her opponents, while her fierce intellect and steely determination out-manoeuvers her opponents towards her client’s objectives.’

‘Howard Kennedy has a very strong contentious trust and estates team, headed up by the fantastic Naomi O’Higgins. They have huge experience in the wide range of issues which arise in these disputes, from multi-jurisdictional aspects to tax implications.’

Kingsley Napley LLP

Kingsley Napley LLP ‘is a very strong team with real strength at all levels of seniority; a perfect choice for any heavy contentious trusts and estates work’. Ryan Mowat leads ‘a great team’, which continues to advise on a myriad of complex and high-value disputes, in addition to having expertise in criminal, fraud, and media-related disputes. Its lawyers also have experience in both commercial litigation and civil fraud. The group is additionally sought after for its expertise in high-value trusts and divorce cases. Laura Phillips has particular experience in handling complex validity disputes, disputes concerning high-value farms and landed estates, and unusual Inheritance (Provision for Family and Dependant) Act 1975 claims. Anna Metadjer and Kate Salter are also recommended. Katherine Pymont was promoted to the partnership in May 2024.

Praxisleiter:

Ryan Mowat


Weitere Kernanwälte:

Anna Metadjer; Laura Phillips; Katherine Pymont; Kate Salter


Referenzen

‘Ryan Mowat is exceptional. He has such good instincts and his commitment to his client’s cause is tireless. He has strong support from Katherine Pymont, who is insightful, tenacious and pragmatic. Kate Salter and Anna Metajder are extremely dedicated and on top of the detail.’

‘Ryan Mowat is easy to recommend. He’s a perfect person to head up any contentious matter, both in terms of high-level tactical considerations and ensuring appropriate resourcing.’

‘Laura Phillips is a highly effective and self-assured litigator who has a great head for both strategy and tactics.’

Maurice Turnor Gardner LLP

Rupert Ticehurst heads the practice at Maurice Turnor Gardner LLP, which specialises in high-value and complex disputes. Its wealthy client base stems from around the world, and the group is skilled at handling onshore and offshore trust and estate disputes. The ‘very knowledgeable‘ Ticehurst has ‘an excellent ability to explain complex matters in a simple way'. He is recognised for his expertise across a broad variety of matters, such as freezing orders, as well as advising on the removal of trustees, protectors, and executors. Simon Goldring, Rosalind Hetherington, and Jerry Jamieson are now at Fladgate LLP.

Praxisleiter:

Rupert Ticehurst


Referenzen

‘Rupert Ticehurst is so clever. He thinks deeply about what is in the best interests of his clients and delivers.’

‘They have sufficient strength and depth to deal with complex matters, yet are small enough to provide a bespoke and highly personal service.’

‘We have worked closely with Rupert Ticehurst. He is truly outstanding; whip smart, personable, commercially minded. One of the best.’

Russell-Cooke LLP

Alison Regan heads the practice at Russell-Cooke LLP , which ‘blends technical legal know-how and strategy with friendliness and approachability’. The team has developed a strong reputation for its work in the ultra-high-net-worth and high-net-worth cross-border estates space, as well as for its work on offshore trusts disputes. It is also regularly instructed on risk management issues as part of its wealth and succession planning service. Gareth Ledsham is increasingly advising on complex cross-border estates litigation, particularly in civil law cases. Andrew Morgan has considerable strength in complex cross-border matters. In April and March 2024 respectively, both Sarah Arnold and Giles Hall joined the practice from Penningtons Manches Cooper LLP. Tom Deely has joined from Howard Kennedy LLP.

Praxisleiter:

Alison Regan


Weitere Kernanwälte:

Gareth Ledsham; Andrew Morgan; Sarah Arnold; Giles Hall


Referenzen

‘Russell Cooke is an outstanding firm with some of the leading lawyers in their respective fields. The breadth of their expertise means that any related issues can be resolved in-house.’

‘Alison Regan is an exceptional lawyer with superb technical knowledge.  She was able to grasp the gist of the issues and formulated strategies very quickly. Her style of negotiation was persuasive and firm, and she helped to resolve a long-standing issue within a matter of weeks.’

‘Experienced partners, they hire and train to a best in class standard. Expect a Rolls Royce-type service; they are excellent solicitors who I would want on my side.’

Stephenson Harwood

The Stephenson Harwood team goes from strength to strength' and 'it is brilliantly led by Jenny McKeown', who is ‘unflappable’. The group predominantly advises ultra-high-net-worth entrepreneurs and business owners, as well as their families and trustees from around the world. The practice has continued to expand into the Asian market, with a number of the department’s most significant matters being connected with the region. It ‘stands out due to its comprehensive expertise and global reach‘ say clients, and for its work with domestic dynastic families. Helena Berman enjoyed another strong year advising on several significant contentious trusts disputes. Peter Gillis routinely leads cases with large international teams on his own.

Praxisleiter:

Jenny McKeown


Weitere Kernanwälte:

Helena Berman; Peter Gillis; Maria Chami; Oscar Mustard


Referenzen

‘They never cut a corner nor give less than 100% commitment. Always available, even when you know they are frantically busy.’

‘Jenny McKeow is the doyenne of this area of law; she commands huge respect from her peers and clients, as well as immense loyalty from her team.’

‘I have worked with Peter Gillis and Maria Chami and they are all formidable operators. I have also worked with Helena Berman, who is undoubtedly the go-to contentious pensions lawyer.’

Anthony Gold Solicitors LLP

Anthony Gold Solicitors LLP 'has a strong team of litigators who put client care at the forefront of every case'. The team is also lauded for its ability to ‘manage a case effectively and work extremely hard to achieve the client’s objectives’. Led by David Wedgwood, the group has been busy advising on a range of cross-jurisdictional cases, high-value estates, and various appeals. Beth Holden is a key member of the practice and Tom Dickinson, who was promoted to the partnership in April 2024, has a busy caseload and he regularly undertakes work on behalf  of the Official Solicitor. Kimberley McGhie is also well-regarded.

Praxisleiter:

David Wedgwood


Weitere Kernanwälte:

Beth Holden; Tom Dickinson; Kimberley McGhie


Referenzen

‘Anthony Gold’s contentious trusts and probate team is a superb group of lawyers with strength at all levels. They are technically excellent and excellent at navigating their clients through complex cases and securing outstanding outcomes.’

‘Tom Dickinson was very deservedly promoted to partner recently. Tom is an outstanding lawyer who combines excellent understanding of the law with fantastic client handling skills. He takes legally and factually complex disputes in his stride and clients really appreciate his sensitive handling of difficult issues.’

‘Kimberley McGhie is loved by her clients, who really appreciate her calm and methodical approach to cases.’

Highlight-Mandate


  • Acting for the claimants in a proprietary estoppel action concerning the transfer of a company promised to them by their close friend and business associate, S S, deceased.
  • Representing an estate in defending a multimillion-pound fraud claim against the deceased by his former employer, who alleges that the deceased breached his duties as managing director and stole millions of pounds.
  • Advising a client on a case whereby NA passed away, leaving a homemade will and assets totalling around £4m.

Burges Salmon LLP

At Burges Salmon LLP, Kevin Kennedy has a proven track record of advising on complex contentious trust matters, as well as matters involving landed estates and high-net-worth individuals. Justin Briggs, who co-heads the department with Kennedy, holds the STEP Advanced Certificate in Trusts Disputes. Briggs handles high-stakes and challenging private trusts matters. Michael Ward acts in an array of private wealth disputes for high-net-worth clients, and these disputes often involve family businesses run as companies and/or partnerships, frequently with shareholdings held both personally and via trust structures.

Praxisleiter:

Justin Briggs; Kevin Kennedy


Weitere Kernanwälte:

Michael Ward


Referenzen

‘The team has enormous experience in this area and really comes into its own when contentious trusts and estates overlap with agricultural work where it is a leader in the field. It competes with the big London teams in this field and attracts high-profile and valuable work.’

‘Kevin Kennedy is excellent with clients and tough with opponents but knows when to settle a case.’

‘The team is very collaborative with the client as well as internally with other departments.’

Highlight-Mandate


  • Advised PME, a UK Landed Estate beneficiary, on the winding up and resettlement of a complicated family trust structure.
  • Advised WT Offshore Trustees on claims raised by a beneficiary.
  • Advised TA, a UK beneficiary, on claims against a family member’s Will and challenge to lifetime transactions that prejudiced him.

Irwin Mitchell

Spearheaded by Claire-Marie Cornford, the national team at Irwin Mitchell carries out a broad range of high-value and complex litigation for a wide variety of clients. These clients include individuals, entrepreneurs, professionals, banks, executors, trustees, charities, and beneficiaries. The group receives a steady flow of instructions on various contested issues, such as statutory wills and Court of Protection cases. It is well-equipped to handle multi-jurisdictional disputes. Sangita Manek is a key individual in the practice who has a special interest in cohabitee disputes relating to the ownership of property.

Praxisleiter:

Claire-Marie Cornford


Weitere Kernanwälte:

Sangita Manek; Laura Gabrel; Samantha Ewing


Referenzen

‘Sangita Manek is a standout partner. She has been recruited from a leading provincial practice where she was always treated as a London-style lawyer. She is no-nonsense, strategic, sensible and completely client driven and focused. She knows when to fight and when to seek a compromise.’ 

‘They have a large team with a very modern approach. Laura Gabrel is excellent; she fights every inch for a client, and has excellent commercial acumen.’

Irwin Mitchell have developed an impressive profile in this type of work. They are extremely client focussed. Claire-Marie Cornford is the standout partner at Irwin Mitchell. She is a great lawyer, resolute under fire and utterly devoted to the client’s interests.’

McDermott Will & Emery UK LLP

McDermott Will & Emery UK LLP‘s expertise covers the entire array of contentious trusts and tax issues. Its clients range from high and ultra-high-net-worth individuals and families to institutional trustees, beneficiaries, protectors, and enforcers. The practice has a particular focus on clients with estates in excess of £500m and billionaires. Its transatlantic private client capabilities are also noteworthy.

Weitere Kernanwälte:

Anita Franklin


Referenzen

‘The MWE coverage in the United States is undoubtedly one of the strongest in the market in terms of both the number of offices and the quality of the lawyers practising from there. This gives great confidence when working with the London office, who have the depth and sophistication to deal with private client matters.’ 

Kernmandanten

Friends of University College London Trustees


Highlight-Mandate


  • Representing the Friends of University College London Trustees in issues relating to the reconstitution of the trust deed and appointments of the current trustees.
  • Representing an ultra-high-net-worth Canadian businessman who was the founder of a software company that uses specialised technology to reduce carbon dioxide emissions and increase the value of energy market operations.

Mills & Reeve LLP

Mills & Reeve LLP fields ahigh-quality, national team with a well-established and well-deserved reputation’. Its London private client group has a partly international focus, working on complex and valuable estates, which often involve beneficiaries and other parties who are resident outside the UK. The group works with a number of charities on cases involving contested legacies. David Catchpole, Simon Pedley, and Lucy Howard are at the helm, along with Lucinda Brown who joined the firm from BDB Pitmans in September 2023.

Praxisleiter:

David Catchpole; Simon Pedley; Lucy Howard; Lucinda Brown


Weitere Kernanwälte:

Kieran Leahy


Referenzen

‘I am a great fan of Mills & Reeve across their various offices nationwide in both contentious and non-contentious private client work. Very capable of handling any contentious trust or probate matter out of any office, including London.’

‘Spread around regional offices but highly integrated as a single team so that they can offer excellence throughout all levels of seniority. They are all extremely dedicated.’

‘Lucy Howard is beyond dedicated; she is so committed to each client, really fights their corner, and is a very savvy operator. Clients love her.’

Kernmandanten

Administrator of the Estate of Mrs Cadogan


Zedra UK


Osbornes

Osbornes has a ‘practice which is big enough to take on substantial cases and small enough to retain a personal touch’. It acts for a wide range of high-net-worth individuals, families, and trust companies in complex estate and trust litigation. The ‘calm and experienced’ Jan Atkinson is at the helm of the team, which also is also home to Katie de Swarte, who was promoted to the partnership in June 2023, and Elspeth Neilson, who is also highly regarded.

Praxisleiter:

Jan Atkinson


 


Weitere Kernanwälte:

Elspeth Neilson; Katie de Swarte


Referenzen

‘An ambitious team who work hard for their clients. Katie de Swarte is a hard working and ambitious lawyer.’

‘The focal point is very much Jan Atkinson, who has a wealth of experience and expertise in this area. She attracts superb clients and she deals with them brilliantly. She is supported by strong associates.’

‘A well-established contentious trusts and probate team. Katie de Swarte is very good with clients and committed to helping them achieve their objectives.’

Penningtons Manches Cooper LLP

‘The team’s approach’ at Penningtons Manches Cooper LLP ‘shows an ability to think ahead and consider the underlying needs of the client’. Michael Cash leads the practice, which frequently handles cross-border cases. The group excels in attempting to resolve conflicts within a family before any litigation proceedings begin. Its client base includes high-net-worth individuals, families, trusts, and estates. Sarah Lee is a qualified mediator who handles a wide range of issues. Other areas of focus for the team span advising on contentious Court of Protection claims and financial abuse actions, as well as international and domestic trust and estate cases. Sarah Arnold left the firm in April 2024 and is now at Russell-Cooke LLP.

Praxisleiter:

Michael Cash


Weitere Kernanwälte:

Sarah Lee; Andrew Bird; Josh Petters


Referenzen

‘The team has a strong international practice and contains a lot of knowledge. Sarah Lee considers points from lots of angles. Andrew Bird is good at staying on top of complicated papers.’

‘The partner Michael Cash has an excellent knowledge of the law as well as a down-to-earth, practical approach. The overall service was impressive.’

‘I have worked with Andrew Bird. He is bright and thorough in his approach to cases, and has an excellent manner with clients.’

Kernmandanten

Savernake estate


The Administrator of the Estate of Darrel Evans, dec’d


Administrator of Prince Abbasi Estate


Oliver Alister Cutts


Sinclair Gibson LLP

Sinclair Gibson LLP has astrong private client litigation team’ which ‘works closely with the private client department’. Henry Hickman leads the offering, which acts for clients ranging from successful professionals and landed estates, to entrepreneurs and ultra-high-net-worth individuals. It is best known for its work on onshore and offshore trust and probate disputes for private clients and professional trustees. It covers a myriad of other complicated matters spanning professional negligence claims to Court of Protection proceedings. Lucy Gibson is another key figure, along with Amy Williams who was promoted to the partnership in July 2023.

Praxisleiter:

Henry Hickman


Weitere Kernanwälte:

Lucy Gibson; Amy Williams; Hannah Southon


Referenzen

‘Really great boutique style firm. Small in number but attracts great work no doubt because of the strength of its expertise in the private wealth space. Frequently see Lucy Gibson and Henry Hickman on a broad range of trust and estate matters.’

‘Henry Hickman and Lucy Gibson are both fantastic litigators. Henry wears his expertise lightly and is always pragmatic but really knows his stuff.’

‘Lucy Gibson is a delight to work with or against on a case. Charming and with the bigger picture in mind. Very good with tricky clients.’

Kernmandanten

Executors and Trustees of the estate of the late 7th Marquess of Bath


Highlight-Mandate


  • Advised the Executors and Trustees of the estate of the late 7th Marquess of Bath on a handful of 1975 Act claims intimated and issued by former female friends of the late Lord Bath.

Stevens & Bolton LLP

James Lister heads ‘a young, ambitious and motivated team of high-quality lawyers’ at Stevens & Bolton LLP. It advises a wide range of clients, from private individuals to corporate trustees. Areas of focus for the group span advising on claims in multiple jurisdictions, as well as handling trust and property disputes in a matrimonial context. Other areas of expertise include advising on professional negligence claims against former advisors. Jack Bailey was promoted to the partnership in April 2024.

Praxisleiter:

James Lister


Weitere Kernanwälte:

Jack Bailey; Hayley Robinson


Referenzen

‘I have worked with James Lister, Jack Bailey and Hayley Robinson. James Lister is one of the leaders in our field. He backs up his reassuring confidence with deep technical knowledge and solid judgement.’

‘Jack Bailey has been producing partner level work for some time. He is bright, capable, measured and determined. Jack has the qualities clients need to get them the best possible outcomes from what are often the most difficult times in their lives.

‘Hayley Robinson is an excellent senior associate. She has good judgement and is technically able. Hayley is committed to helping clients achieve their objectives.’

Highlight-Mandate


  • Advising the administrator of a £100m+ estate on various competing claims to the assets of the estate.
  • Advising several members of a large family on their worldwide dispute over an estate, including assets in Africa, the UK, and offshore.
  • Advising a beneficiary of a substantial offshore structure on competing claims to remove or replace the trustee.

VWV

VWV provides a ‘personal service’ under the excellent leadership of Michelle Rose. Five of its team are members of the Association of Contentious Trusts and Probate Specialists. It also has a specialist legacy protection team. This team works alongside its charities department to advise a whole host of national charities, higher education institutions, and universities on protecting any legacies which are due to them. In addition, its contentious Court of Protection work continues to grow. Rose and Fiona Lawrence are often appointed as independent administrators and trustees in complex, high-value deadlocked estates and trusts from across the country.

Praxisleiter:

Michelle Rose


Weitere Kernanwälte:

Fiona Lawrence; Vicky Ward; Julia Hardy


Referenzen

‘I had engaged Julia Hardy to act for me in a developing dispute between myself and the other trustee of an extant Will Trust.  I have been delighted with the professionalism, clarity, and attention to detail that has been provided while still maintaining an ethos which makes one feel quite at ease.’

‘Fiona Lawrence surpassed all expectation.’

‘Fiona Lawrence was able to navigate and negotiate us through a highly toxic family contentious probate case to nearly triple the position which we started from. Her communication was excellent throughout.’

Highlight-Mandate


  • Representing a client in complex, high-value deadlocked estate administration and contested Court of Protection matters.
  • Acting for the Administrators of a £48m landed estate in a High Court blessing application.
  • Advising its charity clients on legacy protection and on disputed legacies.

Wedlake Bell LLP

The private wealth disputes team at Wedlake Bell LLP advises on the full range of contentious issues facing high-net-worth individuals in the UK and abroad. Clients include wealthy individuals, families, executors, trustees, and beneficiaries. Under the able leadership of Caroline Miller, the team acts for some of the largest onshore trusts. Clients seek their advice on matters as diverse as Court of Protection claims and cross-border matters, as well as inheritance claims. Andrew O’Keeffe is a well-known name in the market, and Oliver Embley is also recommended.

Praxisleiter:

Caroline Miller


Weitere Kernanwälte:

Andrew O’Keeffe; Oliver Embley; Thomas Klemme


Referenzen

‘The contentious trusts and probate team at Wedlake Bell is a well-oiled machine and rightly commands the respect of the market.’

‘Andrew O’Keeffe runs the shop with aplomb as the managing partner of the team. He’s very happy to get his hands dirty, especially with negotiation, but delegates appropriately to his talented team of associates.’

‘I remain particularly impressed with Thomas Klemme, who is developing into a brilliant lawyer. He is one to watch.’

Womble Bond Dickinson (UK) LLP

The ‘extremely responsive and highly client-focused’ team at Womble Bond Dickinson (UK) LLP is skilled at handling contested high-value and complex trusts, estates, wills, and tax matters. It has expertise in both domestic and offshore cases, and has considerable US and UK experience. The group works across its various offices throughout the country. Practice head Neil Long has been praised as an ‘excellent strategic thinker' and advises individuals, families, charities, and trustees on a diverse range of complicated issues. Will Ford is another important contact.

Praxisleiter:

Neil Long


Weitere Kernanwälte:

Will Ford; Rosie Taylor


Referenzen

‘Neil Long is a standout individual who balances robust practice with an extremely charismatic personality which he can deploy to de-escalate even the most trenchant litigators in order to bring people together to negotiate.’

‘This team has excellent lawyers from top to bottom, with great experience of dealing with private client work and contentious trust and probate work. Their attention to detail is first rate.’ 

‘Neil Long is a top drawer lawyer who provides excellent advice to clients and can be tenacious in contested litigation striving to achieve the best outcome possible.’

Druces LLP

Paul Levy is at the helm at Druces LLP. It continues to win new instructions on a range of inheritance and will disputes and Court of Protection matters, as well as breach of trust and proprietary estoppel claims. The multi-disciplinary team draws on the strength of its private wealth and dispute resolution colleagues to advise on a range of issues, such as contested applications for the removal of executors. It also regularly advises on other matters, including difficult estate claims over predatory marriages. Helen Freely is another important contact.

Praxisleiter:

Paul Levy


Weitere Kernanwälte:

Helen Freely


Referenzen

‘A small but dedicated team with great commitment.’

‘Paul Levy is an excellent young partner really making a name for himself. Helen Freely is hugely experienced with great litigation instincts and real concern for the clients.’

‘A well-established and very professional private client outfit.’

Gowling WLG

Catherine Naylor heads the practice in London at Gowling WLG. Naylor is adept at handling multi-jurisdictional cases. The practice draws on the expertise of the firm’s other private wealth practitioners in Singapore and Canada to handle an array of cases with a cross-border dimension. It focuses on all aspects of trust litigation and most of its clients are internationally based. James Sidwell has extensive experience in contentious trusts cases, and Andrew Witts is another key practitioner.

Praxisleiter:

Catherine Naylor


Weitere Kernanwälte:

James Sidwell; Emily Till; Andrew Witts


Referenzen

‘Very client-focused and highly-skilled private client team with a great reputation.’

‘Catherine Naylor is an outstanding lawyer; she is a calm, clever, and sophisticated thinker. Emily Till is a brilliant associate and one of the smartest I have come across.’

‘We deal primarily with the London office and find them to be excellent at understanding the complexities of offshore and cross-border litigation.’

Kernmandanten

TMF Group (Equity Trust (Jersey) Limited)


Joanna Lemos


Dan Finch


Adam Smith


DCI Advisors Limited


Highlight-Mandate


  • Defending Equity Trust (Jersey) Limited, a subsidiary of TMF Group, and one of its former employees, who was a director of English asset-holding companies that formed part of one of the Z Trusts, successfully in proceedings brought by the asset-holding companies.

Michelmores LLP

The team at Michelmores LLP ‘goes from strength to strength’ under the leadership of Tony Cockayne. In January 2024, Natasha McKeever and Alexa Payet joined the practice from Bolt Burdon. The team is perceived as a ‘safe pair of hands’  for high-value and complex domestic and international trusts and estates disputes. It works with private individuals and leading national charities on a range of significant wills and trusts cases. In addition, it frequently takes on independent trustee or administrator roles against a highly contested background.

Praxisleiter:

Tony Cockayne


Weitere Kernanwälte:

Natasha McKeever; Alexa Payet; Emma Bryson; Emily Peacock


Referenzen

‘Alexa Payet is technically very able and meticulous in her analysis and work product. She cares intensely about moving her client’s positions towards their objectives.’

‘Natasha McKeever is a charismatic leader. She softens her robust determination with a disarming charm. Clients adore her.’

‘Emma Bryson is amiable, confident and has developed a solid technical knowledge. She’s an excellent associate.’

Weightmans LLP

Jonathan Shankland and Nigel West co-head the department at Weightmans LLP, which acts for parties who are involved in probate and trust litigation, including executors, administrators, beneficiaries, and dependants. Its work is often high-value and complex, both in the UK and overseas. Core areas of focus include advising on claims for reasonable financial provision under the Inheritance Act, as well as on applications to remove or substitute personal representatives.

Praxisleiter:

Jonathan Shankland; Nigel West


Weitere Kernanwälte:

Oliver Haddock


Referenzen

‘All the practitioners we worked with were attentive. Communication was excellent and timely. Explanations of some very technical trust law was excellent and clear.’

‘The team at Weightmans has some excellent litigators.’

‘I have worked with Nigel West over the last few years on a number of very complex and sensitive matters. He is a brilliant strategist and thinks creatively to win cases.’

Highlight-Mandate


  • Acting for a client in one of the leading cases on fiduciary duties to reach the Court of Appeal in recent years and the forefront of the law on this topic.