With cross-border capabilities and experience in handling cases with off-shore element, DWF has an ‘excellent contentious trusts and probate team'. The group regularly represents trustee companies, banks, charitable trusts, and private individuals, and has significant expertise advising on disputes involving fraudulent activities by trustees. Daniel Williams in Manchester is ‘highly commercial and very astute in dealing with the tactical side of cases‘ and has extensive experience with complex and cross-border contentious trusts and probate matters. In Liverpool, Chris King specialises in trust and probate disputes and Paul Maddock is a ‘standout litigator' who assists clients with a broad range of probate matters. Head of the firm’s private capital team Ian Sydenham joined the Manchester-based group from Knights plc in 2024.
Contentious trusts and probate in North West
DWF
Praxisleiter:
Daniel Williams; Ian Sydenham; Chris King
Weitere Kernanwälte:
Paul Maddock
Referenzen
‘The solicitors involved in my case have been very personable, sympathetic and understanding, making me feel like they truly care and their handling and involvement in my case being more than just a job to them.’
‘Daniel Williams has gone above and beyond in supporting me throughout my case. He has helped alleviate many concerns, is a straight talker and confident in his role. I highly recommend DWF and would use them again if I ever needed a solicitor again.’
‘DWF is a large, well-resourced firm with an excellent contentious trusts and probate team which has real depth and competes with the London firms in terms of the big cases.’
Kernmandanten
Lloyds Bank plc
DAS Legal Expenses Insurer
Arch Diocese of Birmingham
Highlight-Mandate
- Advising an insurer of an insolvent law firm on defective wills and trust funds.
- Advising a beneficiary and executor on an Inheritance Act claim brought by the deceased’s wife in respect of an estate worth approximately £10m, which due to the terms of the deceased’s will is to be left to a discretionary trust.
- Advising a professional executor on the challenge to a beneficiary’s paternity and entitlement to receive her expected inheritance pursuant to the intestacy rules.
JMW Solicitors LLP
Praised for its ‘excellence across the board', the Manchester-based JMW Solicitors LLP group handles the full range of contested wills, trusts, and estate work, and is particularly experienced in contentious Court of Protection matters. Practice head Alison Parry is praised by one client as ‘an extremely competent lawyer and formidable negotiator' and she advises on a broad range of wills and trusts disputes, as well as Inheritance Act 1975 claims. The group also includes ‘tough litigator' Ben Wilson, who also has particular experience with Inheritance Act 1975 claims and matters with cross-border elements, Ian Johnston, who is a ‘superb technical operator', and Claire Brierley.
Praxisleiter:
Alison Parry
Weitere Kernanwälte:
Ben Wilson; Ian Johnston; Claire Brierley
Referenzen
‘Great profile in the market for this area of work.’
‘Alison Parry is a standout partner and Ben Wilson is a tough litigator.’
‘The best in the north west. Excellence across the board. ’
Highlight-Mandate
- Defended a client successfully in proceedings brought by the deceased’s children for injunctive relief against the client, who was seeking to cremate her late husband.
- Represented an executor successfully in a highly contested application to remove her co-executors in favour of an independent professional and obtained costs personally from the co-executors.
- Acted for a client in a claim for the invalidity of a will and invalidity of a number of notices of severance regarding the client’s late wife’s estate.
Mills & Reeve LLP
Benefiting from the firm’s significant private client offering, Mills & Reeve LLP has a group of ‘very polished and experienced lawyers' advising clients on all aspects of contentious probate matters. The group handles a broad range of disputes with cross-border elements, and also represents clients in substantial trusts and estate disputes. Head of the contentious team Simon Pedley is ‘knowledgeable, highly regarded and always delivers for his clients', and he advises on the full range of trusts and estates issues. The group also includes the 'excellent' contentious trusts and estates lawyer Ben Reeves, and Christopher Noel, who joined the group from DWF in August 2023.
Praxisleiter:
Simon Pedley
Weitere Kernanwälte:
Ben Reeves; Christopher Noel
Referenzen
‘A very strong and gifted team easily able to rival their silver circle London-based competitors. Excellent strength and depth in technical knowledge of key chancery areas. Very good at dealing with complex or sensitive cases involving vulnerable individuals as well as high-net-worth clients.’
‘This team has deservedly acquired a reputation for excellence. It attracts high-value and complex cases and handles them with expertise.’
‘Simon Pedley has a great deal of experience and Ben Reeves is excellent with really good client handling skills and expertise in this area.’
Kernmandanten
Zedra UK
Peter Christian Velarde
Myerson Solicitors
Led by the highly knowledgeable Helen Thompson, Myerson Solicitors in Alrincham is praised by clients as ‘undoubtedly the leading contentious probate team in the north west of England'. The group consists of dedicated specialists with extensive experience in contested wills and probate matters. Adam Maher leads the firm’s dispute resolution and commercial litigation team, and the ‘straightforward, robust and determined' Jennifer McGuinness has extensive experience advising executors, trustees, and high-net-worth individuals on a broad range of matters in contentious trusts and probate work. The group also includes seasoned probate litigator Eleanor Clarke, who ‘delivers exceptional results for clients in difficult circumstances', and Stephanie Ewan, who is ‘undoubtedly a star in the contentious probate arena' and advises clients on matters including Inheritance Act claims, validity challenges to wills, and claims involving the removal of executors.
Praxisleiter:
Helen Thompson; Adam Maher
Weitere Kernanwälte:
Jennifer McGuinness; Eleanor Clarke; Stephanie Ewan
Referenzen
‘It is clear that there is a great team environment. Team members are clearly very knowledgeable and passionate about their cases.’
‘This is undoubtedly the leading contentious probate team in the north west of England. It has a breadth of talent, from junior fee earners right through to the partnership. It provides excellent, astute, and tactical advice to often vulnerable clients in difficult situations.’
‘There is an attention to detail which sets this firm apart from its rivals.’
Kernmandanten
Kieron White
Pannone Corporate LLP
Pannone Corporate LLP in Manchester has a ‘quality niche team with strong regional profile'. The group assists clients with the full range of contentious trusts and probate matters, and its expertise includes complex multi-party claims under the Inheritance Act and cases concerning assets abroad. The team also places particular emphasis on alternative dispute resolution. Practice head Nicola Marchant is a contentious trusts and probate expert, and the department also includes Jonny Scholes, who has ‘exceptional advice-giving skills' and represents clients in a wide range of estate disputes and general commercial matters, and Elizabeth Walsh, who has broad experience with disputes relating to contentious trusts and probate.
Praxisleiter:
Nicola Marchant
Weitere Kernanwälte:
Jonny Scholes; Elizabeth Walsh
Referenzen
‘A practice with expert knowledge and the personal touch. Matters are dealt with in an extremely professional but friendly manner.’
‘Jonny Scholes was at all times responsive, efficient and knowledgeable, but also supportive and approachable.’
‘Nicola Marchant is easy to speak to and treats people as equals. She is confident and is very supportive.’
Aaron & Partners LLP
Praised as a ‘first-class team with genuine specialism in this field’, Aaron & Partners LLP in Chester has a seasoned private client team that advises on the full range of contentious trusts and probate work. James Wallace leads the wills, trusts, and estates team, and he has extensive experience with both contentious and non-contentious private client work, with particular expertise in high-value claims and cross-border matters. He is also increasingly instructed in contentious probate settlements that failed to take into account tax implications. Another key lawyer is the ‘exceptional' Vlad Macdonald-Munteanu, who has particular expertise with complex Inheritance Act claims, executorship disputes, and proprietary estoppel issues, and is also frequently sought after by agricultural clients.
Praxisleiter:
James Wallace
Weitere Kernanwälte:
Vlad Macdonald-Munteanu
Referenzen
‘James Wallace stands out in terms of the quickness and efficiency of responses. James listens to the client and is empathetic to their needs.’
‘All the meetings and dealings that I have had have been professional and knowledgeable, which has inspired trust and confidence in them.’
‘Vlad Macdonald-Munteanu has been exceptional. He has inspired trust, faith and confidence in his abilities to achieve the outcome I am seeking. He takes time to explain the more technical and legal terms, which has been very helpful.’
Highlight-Mandate
- Assisting the long standing partner of the deceased, whose estate is valued at approximately £35m, with pursuing proprietary estoppel and Inheritance (Provision for Family and Dependants) Act 1975 claims.
- Assisted the client with successfully securing an order to prove the deceased’s last will, executed a few hours before his untimely death, whose agricultural estate was valued at approximately £1.5m.
- Acting for the deceased’s spouse and sole beneficiary in setting aside a transfer of private company shares worth over £400,000 on the grounds of equitable mistake, undue influence, and breach of fiduciary duty by the deceased’s son and executor.
Forbes Solicitors
With a specialist team fully dedicated to contentious trusts and probate work, Forbes Solicitors takes instructions from high-net-worth clients on a broad range of claims and is ‘especially skilled in probate litigation'. The practice is co-headed by John Lambe in Manchester, who is a ‘master of the market‘ and acts for high-net-worth individuals across a broad range of contentious probate work, and Tom Howcroft in Preston, who is a dedicated contentious trusts and probate specialist with extensive experience negotiating a broad range of claims, including ones under the Inheritance Act, validity challenges, and administration disputes.
Praxisleiter:
John Lambe; Tom Howcroft
Weitere Kernanwälte:
Lucy Scurfield
Referenzen
‘John Lambe is a master of the market.’
‘John Lambe is dedicated to securing the best possible outcomes for clients.’
‘Lucy Scurfield has an infectious enthusiasm for contentious probate work.’
Gorvins Solicitors
Stockport-based Gorvins Solicitors has a broad practice defending both claimants and defendants in claims of fraudulent wills and Inheritance Act claims, and the group has extensive experience in cases involving issues of mental capacity. The group also acts on behalf of beneficiaries in the removal of executors and trustees, as well as acting for executors and administrators who want to protect their own position against other co-executors. Practice head Michael Smoult advises clients on contentious estates, disputed wills, and Inheritance Act 1975 claims, and he is also experienced in dispute resolution. The group also includes seasoned litigator Danielle Clements, who is ‘a specialist in contentious probate litigation', and Julie Burgess, who advises on a broad range of contentious estates.
Praxisleiter:
Michael Smoult
Weitere Kernanwälte:
Danielle Clements; Julie Burgess
Referenzen
‘Approachable, skilled and local.’
‘Danielle Clements is a specialist in contentious probate litigation and very experienced in that area.’
‘The litigation team impressed me from the start. Everyone I came in contact with at this firm was warm, polite and friendly.’
Kuit Steinart Levy LLP
Led by seasoned commercial litigator Nichola Evans, the group at Kuit Steinart Levy LLP in Manchester consists of specialist probate and litigation lawyers with ‘excellent technical knowledge' who advise on the full range of contentious trusts and probate matters. The group provides a full-service offering to clients through a multi-discipline approach in collaboration with their personal tax, trusts, and probate team. Graham Wood specialises in tax and trusts and has extensive experience in high-value estate planning, as well as ‘in-depth knowledge of the law and all matters concerning probates’, and Paul Bricknell is a tax and estates specialist with particular emphasis on the succession of family businesses. Dispute resolution expert Peter Kaye is also a key contact for contentious probate work.
Praxisleiter:
Nichola Evans
Weitere Kernanwälte:
Graham Wood; Paul Bricknell; Peter Kaye
Referenzen
‘The team always give the impression of thinking creatively about their clients. Always on the ball. Excellent technical knowledge.’
‘Graham Wood is particularly clear in his advice.’
‘Kuits are among the best in town. They have a real depth of experience in the department with all the authority and confidence that that brings. They are also extremely personable, with a strong sense of teamwork between solicitor, counsel and client.’
Rothley Law Limited
A ‘young firm with vast experience‘ and formerly part of Shoosmiths LLP, the contentious trusts and probate group at Rothley Law Limited in Manchester assists a wide variety of clients across the full spectrum of private wealth disputes. Practice head Adam Draper is a ‘top practitioner‘ who specialises in representing high-net-worth individuals, trustees, and charities in trust and succession disputes, and the ‘tactically astute‘ Andrew Bishop has extensive experience with a variety of matters relating to wills, trusts, and estates.
Praxisleiter:
Adam Draper
Weitere Kernanwälte:
Andrew Bishop
Referenzen
‘A young firm with vast experience. Rothley Law are leading the way for many firms to follow.’
‘Andrew Bishop is tactically astute and very well regarded. Andrew’s specialism in the field allows him to offer a first-rate service to his clients.’
‘Unique collection of individual leaders in their field who blend together to make an excellent team.’
Weightmans LLP
Overseen by contested probate lawyer Matthew Morton in Leeds, Weightmans LLP has a team of ‘solid lawyers' with expertise in private wealth disputes who advise a broad range of clients on Inheritance Act claims, challenges to the validity of wills and all aspects of administrative claims relating to estates. The group also has particular expertise in advising on complex breach of trust actions. Robert Jones has extensive experience in contentious probate matters and commercial dispute resolution, and David McGuire is an ‘intelligent and diligent solicitor' with specialist expertise in disputes wills, trusts, and estates.
Praxisleiter:
Matthew Morton
Weitere Kernanwälte:
Robert Jones; David McGuire
Referenzen
‘A very good choice in its region.’
‘David McGuire is an intelligent and diligent solicitor who has good instincts and knows his stuff. He is good with clients and has good commercial awareness.’
‘A full-service law firm which can, for example, draw on the expertise of partners specialising in divorce and trusts.’
Brabners LLP
The specialist contentious trusts and probate team at Brabners LLP in Preston advises domestic and international clients on a broad range of matters relating to the resolution of disputes and the administration of estates, including challenges to the validity of wills, Court of Protection proceedings, and Charity Act matters involving trustees. The ‘engaging and solution-focused' practice head Nicola Turner joined the group from Napthens LLP in September 2023 and is a contentious trusts and probate expert with strong commercial capabilities. Beth Middleton, who is also a contentious trusts and probate specialist is another key practitioner.
Praxisleiter:
Nicola Turner
Weitere Kernanwälte:
Beth Middleton
Referenzen
‘One of the major players in the north west market place.’
‘Nicola Turner is a contentious trusts and probate specialist who brings her special set of skills to the team.’
Beth Middleton is exceptionally hard-working, great to work with, and loved by her clients.’
Kernmandanten
North West Cancer Research
Highlight-Mandate
- Acting for a number of high-profile regional charities in relation to a variety of contentious probate matters, including will construction, validity challenges, and Court of Protection proceedings.
Butcher & Barlow LLP
Butcher & Barlow LLP has an expert group in the contested probate arena that provides an ‘excellent service' on a broad range of private wealth disputes. The group ensures cross-department collaboration with the commercial dispute resolution and agricultural and rural affairs teams to address all of its clients’ needs. The ‘very efficient and professional' Samuel Dale in Sandbach leads the contested probate group and has a wealth of experience in both contentious and non-contentious probate work. Another key lawyer is Greg Porter in Northwich, who is a highly experienced litigator in both high-value and multi-party probate disputes, as well as being a specialist in Inheritance Act claims, including ones relating to discretionary trusts.
Praxisleiter:
Greg Porter; Samuel Dale
Referenzen
‘A friendly atmosphere and we were made to feel at ease.’
‘Samuel Dale is very efficient and professional.’
‘Professional, thorough, compassionate and friendly.’
DTM Legal LLP
The ‘hugely supportive and greatly knowledgeable' specialist contentious trusts and probate team at DTM Legal LLP represents a broad range of clients, and the group has expertise in matters including Inheritance Act claims, contested wills, and breach of trust claims. The team is also well versed in alternative dispute resolution and mediation. Leading the group with strong commercial capabilities is seasoned litigator Richard Thomas in Chester; he boasts extensive experience in contentious probate matters. Heather Lally acts for high-net-worth individuals and trustees, business owners, and agricultural property owners in a wide variety of disputes relating to trusts and estates.
Praxisleiter:
Richard Thomas
Weitere Kernanwälte:
Heather Lally
Referenzen
‘Richard Thomas and his team are hugely supportive and greatly knowledgeable.’
‘The team is led by the very experienced Richard Thomas.’
‘Richard Thomas is robust and provides prompt, reliable advice.’
Fieldfisher
With cross-border capabilities, the ‘very impressive team‘ at Fieldfisher in Manchester advises on the full range of contentious trusts and probate matters disputes, including will validity challenges, Inheritance Act 1975 claims and executor disputes. Practice head Chris Gee is a ‘true all-rounder‘ and has extensive experience representing executors, trustees, and beneficiaries in the full range of contentious probate and trusts matters, as well as being a seasoned commercial litigator. Grace Brown specialises in general commercial litigation as well as contentious probate, and Rebecca Smith is another key contact for dispute resolution.
Praxisleiter:
Chris Gee
Weitere Kernanwälte:
Grace Brown; Rebecca Smith
Referenzen
‘A strong focus on quality client service and excellent technical skills and knowledge.’
‘Chris Gee and Grace Brown are both technically excellent but remain approachable for all types of private clients. They are both responsive and supportive to clients and fellow professionals.’
‘Chris Gee and Grace Brown are experienced and talented litigators. They work well with other parties and solicitors and they are excellent strategists.’
Kernmandanten
Anna Tennant and Paolo Tambaro
Olga Scherbakova and Alexander Scherbakov
Yesim Alican
Kim Turner
Robert Sharpe
Irwin Mitchell
Irwin Mitchell in Manchester has a specialist contentious trust and probate team with a ‘heavyweight reputation‘. The team represents a variety of clients in the full range of contested matters, and often with a multi-jurisdictional element. The group also has significant experience handling family and farming business disputes. The ‘exceptionally knowledgeable’ practice head Stephanie Kerr joined the group from Brabners LLP in September 2023, and she frequently acts for high-net-worth individuals, professional executors, and charities in the full range of contested wills and inheritance disputes, including contested Court of Protection applications. Kirsty McNulty is another key lawyer for contentious wills, trusts, and estate disputes.
Praxisleiter:
Stephanie Kerr
Weitere Kernanwälte:
Kirsty McNulty
Referenzen
‘Stephanie Kerr is an excellent contentious probate lawyer and, in my opinion, the best in the north west. She has great work and a fine reputation. She puts clients at ease. She takes a strategic approach and makes good decisions at early stages of any litigation, which lead to good outcomes for her clients.’
‘Kirsty McNulty is commercial and approachable.’
‘One of the largest and strongest teams in the north of England. Heavyweight reputation which is well deserved.’
Slater Heelis
Led by commercial and residential property litigator Daniel Stern, Slater Heelis in Manchester handles a broad range of contentious probate claims, and the group has particular experience with contentious Court of Protection proceedings and safeguarding issues. John Gorner is a civil litigator with broad experience in contentious trusts and probate, and he has particular expertise representing protected parties and children. Daniel Wise, who has extensive experience in litigation and dispute resolution and commercial litigator, and Veronica Howle, whose ‘legal expertise is superb' with a particular interest in contentious probate, are also key contacts.
Praxisleiter:
Daniel Stern
Weitere Kernanwälte:
John Gorner; Daniel Wise; Veronica Howley
Referenzen
‘The client service was nothing but impressive. All aspects of the administration were dealt with impeccably. The team was highly organised.’
‘Veronica Howley’s legal expertise is superb. She delivered great value by identifying my reasons for using her services and delivering the best possible outcome for my case. She had from the beginning a clear understanding of my needs as a client. She showed a great deal of empathy and was therefore able to serve me as a client to a deeper level.’
‘Slater Heelis were unique in the speed that John Gorner gained a deep understanding of my case, which was an extremely complex case. The firm communicated with me and between themselves in an efficient manner, thus putting me at ease.’
Kernmandanten
William Francis Charnley
Victoria Hannah Acton
Jane Bytheway and Andrew Albert Matthews
Leslie William Clark
Sarah Bagshaw
Louise Dormer
Venetia Clare Davies
Highlight-Mandate
- Advising a client on a complex will and Court of Protection matter involving safeguarding issues.