Aaron & Partners LLP’s contentious trusts and probate group exhibit ‘first-class knowledge of the law within the sector’ and is increasingly trusted by charity clients, while continuing to assist individuals with cross-border estates and agricultural assets on a range of disputes and tax-related issues. James Wallace leads the team and is well versed in a range of will challenges, trusts and estate disputes, propriety estoppel claims and Inheritance (Provision for Family and Dependants) Act cases. Further key practitioners include Vlad Macdonald-Munteanu, who was made partner in August 2024, and has extensive experience in executorship disputes, and Danielle Blaylock, who joined the team in October 2024 from Jackson Lees Group and handles complex probate disputes involving lack of testamentary capacity. Rebecca Beaman and Caroline Scott are further key names.
Contentious trusts and probate in North West
Aaron & Partners LLP
Praxisleiter:
James Wallace
Weitere Kernanwälte:
Vlad Macdonald-Munteanu; Danielle Blaylock; Rebecca Beaman; Caroline Scott
Referenzen
‘James Wallace – exceptional breadth of knowledge and understanding of client needs.’
‘I have been working with the team for nearly 2 years and they continue to work in my best interests. They have been proactive and introduced other colleagues where relevant to assist in the legalities. The team are motivated and go the extra mile when needed.’
‘James Wallace has been consistent and maintained a professional approach when dealing with the other solicitor. He has offered alternative strategies and appropriate insights and I have come to trust his judgement. Caroline Scott is a good team player and consistent with timely responses and follow ups.’
Highlight-Mandate
- Successfully resolving an executor dispute in relation to a multimillion pound estate with overseas assets and now defending 1975 Act claims by various family members on behalf of the spouse of the deceased.
- Instructed by a national charity to assist them with legacy issues including a proposal to increase a legacy to a disappointed beneficiary and advice around the ability of a charity to make use of a trust fund.
- Representing a client in respect of a family dispute around the family company and the parents’ wills. Proceedings are issued in the court of protection and advice includes removal of directors, proprietary estoppel and anticipated will challenges.
DWF
DWF has a strong track record advising individuals, professional trustees, trust companies, private banks and charitable trusts on complex Inheritance (Provision for Family and Dependants) Act 1975 claims, undue influence and breach of duty disputes, alongside will validity cases. A trio of practitioners lead the practice: Daniel Williams acts on both the claimant and defendant side in cross-border probate disputes, Ian Sydenham acts in complex trust administration situations for a range of clients, and Chris King covers will validity and Inheritance Act affairs. Chris Gee joined the practice in April 2024 from Fieldfisher and bolstered the practice in high-value contentious trusts proceedings, including sham trusts claims, while Paul Maddock excels in probate issues and is praised for his ‘excellent combination of legal knowledge, commercial astuteness and client care skills’.
Praxisleiter:
Daniel Williams; Ian Sydenham; Chris King
Weitere Kernanwälte:
Chris Gee; Paul Maddock; Rhiannon Jones; Shaun Johnson
Referenzen
‘There is a wealth of experience within the DWF Contentious Trusts and Probate practice which provides for expert advice and guidance to be given in every point within this area. Every member of the Team is extremely knowledgeable in respect of the substantive law. There is broad experience of trusts, complex will administration and 1975 Act disputes.’
‘Paul Maddock continues to be a standout litigator who always manages a remarkable balance of calm, sympathy and determination in all those challenging moments. He has an excellent combination of legal knowledge, commercial astuteness and client care skills to provide each client with the entire service to an impeccable standard. As a Senior Associate Sam Pringle is a standout litigator. She is meticulous in her preparation of cases, both in the provision of instructions to counsel, and in the case generally.’
‘I found the team able to explain complex legal terms in a way I could understand which was very helpful.’
Kernmandanten
Lloyds Bank plc
DAS Legal Expenses Insurer
Arch Diocese of Birmingham
Highlight-Mandate
- Advising a 100 year trust on various constitutional and governance claims as it looks to wind down its existence.
- Advising a beneficiary and executor regarding an inheritance act claim brought by the deceased’s wife in respect of an estate worth c.£10m, which due to the terms of the deceased’s will is to be left to a discretionary trust.
- Advising a disinherited child of the deceased in respect of a validity claim due to capacity and undue influence issues, where the deceased was taken out the country to live in Spain by a controlling third party.
JMW Solicitors LLP
The ‘truly specialist team’ at JMW Solicitors LLP handle the full scope of contested wills, trusts and estates work, including representation in validity challenges and estoppel disputes, challenges to lifetime gifts, disputes as well as a significant number of Inheritance (Provision for Family and Dependants) Act claims. Practice head Alison Parry is praised for knowing the law ‘inside out’ and oversees trusts disputes. Ben Wilson has expertise in Inheritance Act claims and Ian Johnston additionally manages will disputes and Court of Protection matters. Claire Brierley and Ameliah McLaren-Parker are further names to note.
Praxisleiter:
Alison Parry
Weitere Kernanwälte:
Ben Wilson; Ian Johnston; Claire Brierley; Ameliah McLaren-Parker
Referenzen
‘Market leader in Manchester and throughout the Northwest.’
‘Alison Parry – tough but able to adapt to her client’s needs. Ben Wilson – capable and experienced. Ian Johnston – highly experienced, an excellent technical lawyer. Claire Brierley – definitely one to watch. Following in Alison and Ian’s footsteps.’
‘Amelia McLaren-Parker – her private client background puts her at ease in dealing with administration issues that often arise in these types of disputes, while maintaining her client’s position throughout.’
Mills & Reeve LLP
Mills & Reeve LLP has a strong track record in high-value and cross border estate, trusts and wills disputes. This regularly includes will validity cases, claims for the removal of executors and trustees, breach of trust proceedings, and gifting disputes and Inheritance (Provision for Family and Dependants) Act affairs. Commercial disputes partner Simon Pedley leads the practice and advises a range of high-net-worth individuals, charities and trust corporations on trusts disputes and mediation. Ben Reeves is a key contact in contentious practice.
Praxisleiter:
Simon Pedley
Weitere Kernanwälte:
Ben Reeves
Referenzen
‘Seen as leaders in this area in the North of England and generally.’
‘Simon Pedley is an intelligent, highly dependable, hugely experienced litigator, who engenders complete confidence in his clients.’
‘I am consistently impressed by the quality, intelligence and knowledge of fee-earners and the courteous, professional and civilised manner in which even highly contentious matters are conducted. Highly recommended.’
Kernmandanten
Zedra UK
Highlight-Mandate
- Advising the independent professional administrator of a very high net worth international businessman, whose estate is extremely substantial, involving an exceptional and very valuable art collection, and substantial other assets.
- Advising a client on a claim under the Inheritance (Provision for Family and Dependants) Act 1975 against the estate of her late husband, a businessman with assets, pensions and trusts in numerous jurisdictions around the world.
- Acting for the professional independent administrator of the estate of the late Mrs Cadogan. The estate contains numerous valuable properties in London, but is also subject to significant liabilities.
Myerson Solicitors
Praised for handling ‘high value, complex disputes with ease’ Myerson Solicitors houses a ‘superb’ team of dedicated contentious trusts and probate lawyers, primarily advising both claimants and defendants on a range of will validity claims, Inheritance (Provision for Family and Dependants) Act cases, and disputes for the removal of executors- often in a cross-border context. Helen Thompson handles a range of contentious foreign estates and domicile issues and leads the practice alongside commercial litigation partner Adam Maher. Further key names in the team include Jennifer McGuinness and Nicola Moulds who are both well versed in will validity challenges, propriety estoppel claims and Inheritance Act affairs. Eleanor Clarke acts for claimants and defendants in will validity matters and Stephanie Ewan consistently supports on applications to remove executors. Rhiannon Edwards joined the department in April 2024 from Rothley Law Limited, while Adam Carvalho left the team in November 2024.
Praxisleiter:
Helen Thompson; Adam Maher
Weitere Kernanwälte:
Jennifer McGuinness; Nicola Moulds; Eleanor Clarke; Stephanie Ewan; Rhiannon Edwards
Referenzen
‘The team provides a friendly and professional service to its clients and is a pleasure to work with.’
‘Superb contentious trusts and estates team which is really unique in the North. It deals with high value complex disputes with ease . Its client handling skills are particularly good.’
‘Helen Thompson is highly experienced and a very good litigator who manages the team. Stephanie Ewan is one of the calmest litigators I have ever worked with. Nothing fazes her and she handles clients brilliantly.’
Pannone Corporate LLP
Pannone Corporate LLP ‘stands out for its exceptional service and client-first approach’ and offers clients comprehensive support on the full range of estates and trusts disputes, including Inheritance (Provision for Family and Dependants) Act claims, propriety estoppel cases, removal of trustee and executor matters, alongside complex financial abuse allegations and breach of duty matters. The Manchester-based group is led by Nicola Marchant and Jonny Scholes, with Marchant covering contentious will validity and breach of trust disputes, while the ‘extremely knowledgeable’ Scholes handles the gamut of estate disputes. Elizabeth Walsh and Natasha Mafunga bolster the team in Inheritance Act claims.
Praxisleiter:
Nicola Marchant; Jonny Scholes
Weitere Kernanwälte:
Elizabeth Walsh; Natasha Mafunga; Emily Lockwood
Referenzen
‘I have had always excellent experiences with the team. I was always informed of any absence from a team member in advance, and someone else was designated. ’
‘Jonny Scholes has done outstanding work, helpfully and understanding over the years. Natasha Mafunga has been always kind, helpful and understanding. Outstanding work by Natasha.’
‘This practice truly stands out for its exceptional service and client-first approach. They went above and beyond from the very beginning and jumped on a Zoom call with us where Nicola Marchant gave us thorough, sound advice and patiently answered all our questions. There was no rush, no time limit, just genuine support and expertise.’
Forbes Solicitors
Forbes Solicitors’ contentious trusts and probate team is praised by clients as ‘the go-to law firm for contentious probate’. The team advises on a diverse array of disputes in this area, including claims under the Inheritance (Provision for Family and Dependants) Act, will validity and propriety estoppel claims, including testamentary capacity challenges and financial abuse allegations. John Lambe represents HNW individuals in a range of probate disputes and leads the practice alongside Tom Howcroft– who was made partner in May 2024- and is praised by clients for going ‘above and beyond’ in his handling of disputes. Rebecca Beaumont, Nicola Laurie and Lucy Scurfield are key contacts in the department.
Praxisleiter:
John Lambe; Tom Howcroft
Weitere Kernanwälte:
Rebecca Beaumont; Nicola Laurie; Lucy Scurfield; Dawn Pickering
Referenzen
‘The go-to law firm for contentious probate. Growing leaders in the practice area. Superb term. Extremely responsive. Always client-focused.’
‘Lucy Scurfield – A truly stand-out solicitor. Truly goes the extra mile. Extremely knowledgeable. Fantastic with clients. John Lambe – A fantastic leader. Down-to-earth, offering pragmatic solutions. Dawn Pickering – Has grown to become an extremely talented lawyer.’
‘The team take a calm and measured approach to the matters they deal with which I feel gives the clients the exact type of reassurance and support they require. They are experienced, practical and have a great knowledge of the law.’
Kuit Steinart Levy LLP
Kuit Steinart Levy LLP assists clients on the full range of contentious trusts and probate matters, including advice to owner-managed companies and family businesses- in which corporate interests and family wealth are intertwined. Experienced litigator Nichola Evans leads the practice and is supported by Peter Kaye, who excels in complex estate and probate disputes alongside undue influence claims, whilst Graham Wood acts for high profile individuals in this area. Paul Bricknell and Richard Wilson are further key contacts.
Praxisleiter:
Nichola Evans
Weitere Kernanwälte:
Peter Kaye; Graham Wood; Paul Bricknell; Richard Wilson
Rothley Law Limited
Praised for being ‘highly specialist and innovative in its approach’ Rothley Law Limited acts in a number of Inheritance (Provision for Family and Dependants) Act claims, will validity disputes and highly complex undue influence challenges. Practice head Andrew Draper acts in a range of private wealth disputes, including applications to remove executors. Andrew Bishop has been active in estate disputes concerning allegations of financial abuse, Caoimhe Turner is well versed in Inheritance Act claims and Cori McKeown- who joined the practice from Irwin Mitchell in May 2024- covers trust disputes and related professional negligence cases.
Praxisleiter:
Adam Draper
Weitere Kernanwälte:
Andrew Bishop; Caoimhe Turner; Cori McKeown
Referenzen
‘Specialists with great experience and expertise. Considerable litigation success for a relatively new firm. A firm that gets noticed with associated campaign work e.g. Predatory Marriage and Power of Attorney abuse.’
‘A collection of leaders in their field. Adam Draper, Andrew Bishop. Driven for success. They lead ae enthusiastic team.’
‘I am very happy to endorse Adam Draper and Andrew Bishop of Rothley Law as experts in contentious trusts and estate law. They are technically very strong, professional, and friendly. We refer work to them regularly.’
Highlight-Mandate
- Acted in these cases for Jenna Howe in recovering £125,000 for the client’s maintenance needs. In the latter action, we assisted Jenna in challenging the service of a statutory demand including an appeal over the first instance decision.
- Acted for the Claimant. We succeeded at trial and recovered £100,000 for the client’s maintenance needs.
- Acted at trial regarding a probate claim. It was a rare example of the claimant being successful on all grounds and involved arguments over predatory marriage.
Slater Heelis (Part of Lawfront)
The ‘very knowledgeable and commercial’ property litigation and contentious probate team at Slater Heelis (Part of Lawfront) advises on a range of disputes including Inheritance (Provisions for Family and Dependants) Act claims, probate and trust issues- including lack of testamentary capacity challenges- and Court of Protection matters. Daniel Stern leads the practice and handles contentious probate and related real estate litigation. John Gorner is a key member of the practice and has experience in contentious Court of Protection proceedings.
Praxisleiter:
Daniel Stern
Weitere Kernanwälte:
John Gorner
Referenzen
‘Very professional and informative.’
‘All concerned we’re very competent and knowledgeable.’
‘A very experienced and seasoned litigation team – very knowledgeable and commercial.’
Highlight-Mandate
- Advised a client in a case involving an illegitimate son’s claim to his late father’s intestate estate, which was contested by the stepmother’s estate.
Weightmans LLP
Weightmans LLP houses a ‘trustworthy, reliable and highly knowledgeable’ disputed wills, trusts and estates team that excel across will validity and Inheritance (Provision for Family and Dependants) Act claims as well as a significant number of executor disputes, including cases of professional negligence and breach of duty. Key practitioners based in the Northwest include commercial dispute resolution partner Robert Jones, who often handles trust and probate matters, while David McGuire is adept across the gamut of contentious trust and probate cases- especially in will validity and propriety estoppel claims. McGuire was made a partner in April 2025.
Weitere Kernanwälte:
Robert Jones; David McGuire; Sally Cook
Referenzen
‘This practice stands out for its exceptional expertise, innovative approach, and client-centered service. The team is known for being trustworthy, reliable, and highly knowledgeable, always prioritising clients’ best interests. Clients are kept well-informed every step of the way, empowering them with the insight and support needed to make confident, informed decisions.’
‘Sally Cook and David McGuire are both exceptional professionals and true assets to the team. Sally is incredibly personable, approachable, and highly trusted. She stands out for providing clear, factual support. David is equally trusted and approachable. His ability to break down complex issues and clearly explain their implications has been invaluable in guiding us through challenging situations.’
‘I have been instructed by Weightmans as counsel. I have been impressed by the quality of the instructions which have identified the salient issues. The firm is responsive and easy to work with from the point of view of counsel.’
Brabners LLP
Led by Nicola Turner- who is praised as a ‘stand out practitioner’- the ‘extremely knowledgeable’ team at Brabners LLP advises high-net-worth individuals on various contentious probate and trust matters, spanning from will validity proceedings and disputes with executors to charities act proceedings and disputed lifetime gifts. Beth Middleton and Georgina Vokes are active members of the team, with the latter having joined the team from Napthens LLP in January 2024.
Praxisleiter:
Nicola Turner
Weitere Kernanwälte:
Beth Middleton; Georgina Vokes
Referenzen
‘The team at Brabners contentious trusts and probate are extremely knowledgeable in this area. They are approachable, and work well as a team, they provide an invaluable service which is prompt and always professional. The team are constantly empathetic and understanding.’
‘Nicola Turner has been very efficient with all my legal needs. Nicola is a kind, thoughtful, understanding legal counsel. Her attention to detail is much appreciated. Nicola clearly works tirelessly for her clients, she has passion and dedication to ensure the best possible outcome is achieved. I trust her to be the best advocate, and have confidence in her legal expertise for my case.’
‘Nicola Turner & Georgina Vokes have been outstanding in their knowledge & handling of my case to bring a successful conclusion.’
Highlight-Mandate
- Representing Elizabeth Connolly and Margaret Hodgkinson in proceedings resulting in a 3 day trial in August 2024 in front of HHJ Cadwallader.
Butcher & Barlow LLP
Butcher & Barlow LLP is praised for offering ‘a real sense of personal attention’ in its handling of highly contentious probate matters, where the team is adept in handling estates with farming and agricultural assets, often including propriety estoppel claims and succession planning. Samuel Dale and Greg Porter jointly lead the practice, with Dale drawing upon extensive experience in undue influence, lack of capacity and inheritance act claims, while Porter is praised for his ‘encyclopedic knowledge of the law of probate and inheritance disputes’.
Praxisleiter:
Samuel Dale; Greg Porter
Referenzen
‘Sam Dale is exactly the kind of solicitor you hope to find. His knowledge of the law is second to none, but what makes him really stand out is how approachable and down-to-earth he is. He took the time to explain everything in a way that was easy to understand.’
‘All of my dealings were with Sam Dale, a Partner at the Sandbach Office. Sam took control of the situation and was able to focus the dispute on the key issues and reach a pragmatic solution. Sam made sure I was aware of what was going on – explaining the legal issues to me so that I could understand them.’
‘I can’t recommend Samuel Dale and his team at the Sandbach office highly enough. They guided me through a very complex and stressful contentious probate matter with real expertise and care. What really sets them apart is their ability to combine deep legal knowledge with a genuinely client-focused approach.’
Highlight-Mandate
- Advising client in relation to a claim regarding undue influence, lack of capacity and proprietary estoppel after being disinherited from the family farm despite having worked on the same for his entire life
- Advising client in relation to a claim against her long-term partner’s £5million estate under the Inheritance (Provision for Family and Dependents) Act 1975 that was commenced by estranged wife.
- Advising client in relation to a claim that was issued in the High Court relating to her late husband’s estate. Claim brought by deceased’s children alleging that our client had disposed of the Deceased’s Will.
DTM Legal LLP
DTM Legal LLP frequently acts in will validity disputes, breach of trust claims, Inheritance (Provisions for Family and Dependants) Act challenges and further estates disputes and is adept at acting on both the claimant and defendant side. Practice head Richard Thomas has ‘excellent commercial and problem-solving expertise’, which is applied in various contentious probate matters. Molly Clapham is also noted.
Praxisleiter:
Richard Thomas
Weitere Kernanwälte:
Molly Clapham
Referenzen
‚Great legal knowledge and client communication is superb.‘
‚Richard Thomas – excellent commercial and problem solving expertise.‘
‚Robust advisors, focussed on the client’s objectives.‘
Kernmandanten
The Christie Charitable Fund
Nightingale House Hospice
Highlight-Mandate
- Advising Christie Hospital Charitable Foundation on a claim under the Inheritance (Provision for Family and Dependents) Act in relation to a will in which they are beneficiaries.
- Advising Nightingale House Hospice on a claim under the Inheritance (Provision for Family and Dependents) Act in relation to a will in which they are beneficiaries.
Gorvins Solicitors
Gorvins Solicitors offers clients comprehensive advice on various trusts and probate disputes, through collaboration with the firm’s broader litigation, corporate and commercial departments. The team is therefore well-equipped to advise on contested wills claims, including fraudulent wills and mental capacity issues, Inheritance (Provision for Family and Dependants) Act claims and disputes between executors and beneficiaries. Michael Smoult and Danielle Clements jointly lead the practice, and both have extensive experience advising on complex estates disputes, including Inheritance Act claims. Julie Burgess is also noted.
Praxisleiter:
Michael Smoult; Danielle Clements
Weitere Kernanwälte:
Julie Burgess
Referenzen
‚The customer care, I feel, is particularly good.‘
‚I have found Michael Smoult to be sensitive, kind and caring. My situation has been very difficult, but he has guided me through, one step at a time, with clear advice and by encouraging me to be realistic.‘
‚Very responsive. Deals with you like an individual. Thorough in their advice and legal opinion. Nice people to deal with.‘
Harrison Drury & Co
Specialising in complex inheritance and trusts disputes, Harrison Drury & Co is adept at representing from all sides of the dispute, advising executors, trustees and beneficiaries and personal representatives, on both the claimant and defendant sides. Edward Stanley leads the practice and has experience across the entire range of contentious probate proceedings, including Inheritance (Provision for Family and Dependants) Act claims, will validity disputes, undue influence and breach of trust claims. Victoria Taylor has joined the practice from Napthens LLP in September 2024.
Praxisleiter:
Edward Stanley
Weitere Kernanwälte:
Victoria Taylor
Referenzen
‘Edward Stanley who was very knowledgeable and well practiced in this field.’
‘Edward Stanley approach was very sympathetic, explaining the whole process of what we needed to do. He was very supportive and his communication skills both verbally and emails were excellent.’
‘Experienced team dealing with high value claims.’
Irwin Mitchell
The specialist will, trust and estate disputes team at Irwin Mitchell covers a range of contested matters, including will validity and undue influence claims, professional negligence allegations, Court of Protection applications and a substantial number of Inheritance (Provisions for Family and Dependants) Act claims. Practice head Stephanie Kerr is praised as ‘second to none’ with ‘good strategic instincts’ and is supported by Kirsty McNulty and Lucy-Allena Mcllory. Olivia Jack joined the practice in May 2024 from Forbes Solicitors.
Praxisleiter:
Stephanie Kerr
Weitere Kernanwälte:
Kirsty McNulty; Lucy-Allena Mcllory; Olivia Jack
Referenzen
‘Extremely collaborative. Very good resources. Superbly knowledgeable on the law.’
‘Olivia Jack- Extremely professional and driven. Very client-focused. Always striving to achieve the very best result. Stephanie Kerr – Fantastic leader. Very down to earth. Achieves excellent results for client.’
‘This is a relatively large team, however high standards are maintained an across the board. There is a good level of legal knowledge and strategic skill throughout the team. Irwin Mitchell is a large firm which means they can call on lawyers from other areas to deal with related points such as agriculture or care fees for example.’