Wright Hassall LLP handles the full spectrum of contentious trust and probate work and with the team housing four full Association of Contentious Trust and Probate Specialists (ACTAPS) members. Martin Oliver spearheads the practice and has extensive experience handling high-profile inheritance disputes. Katie Alsop has niche expertise in agricultural litigation relating to estates and wills, often involving high-value farms and farming businesses. Anna Sutcliffe, Danielle Pawson and Charlotte Kahrman are all key figures within the team.
Contentious trusts and probate in West Midlands
Wright Hassall LLP
Praxisleiter:
Martin Oliver
Weitere Kernanwälte:
Katie Alsop; Anna Sutcliffe; Danielle Pawson; Charlotte Kahrman; Hollie Mills
Referenzen
‘Wright Hassall are my go to firm for contentious probate and proprietary estoppel work and I would highly recommend them to anyone. The team has great breadth and depth and real experience in the farming world as well as working on the top cases in our field.’
‘Martin Oliver is a fab lawyer and delightful to work with. Katie Alsop is a stand out lawyer whose excellent reputation still falls short of appreciating her true abilities. She is experienced, smart, to the point and fabulous with all clients, but particularly farming clients. Hollie Mills is one to watch. She is growing from strength to strength.’
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FBC Manby Bowdler
The contentious trusts and probate team at FBC Manby Bowdler is well-versed in complex, high-value and multi-jurisdictional instructions. The team, headed by Charlotte Clode, often acts in Court of Appeal proceedings. Kimberly Mears has extensive experience advising on the validity of wills, as well as trust disputes and TOLATA matters arising from cohabitation disputes. Angie Manley has vast knowledge of high-value and complex multi-party probate claims.
Praxisleiter:
Charlotte Clode
Weitere Kernanwälte:
Kimberly Mears; Angie Manley; Rowan Jones
Referenzen
‘Kimberly Mears is a friendly and approachable solicitor, whose kindness and understanding is vital in contested estates work, where emotions run high and those involved are grieving. She is committed and driven and great to work with. ’
‘An individual that stands out for me at FBC Mandy Bowdler is Kimberley Mears. I have found her to be very knowledgeable but at the same time willing to engage with ideas and suggestions from others. In an area of the law where is to be presumed that practitioners in the field will be empathetic and understanding of their clients‘ needs, she stands out for her excellent client care skills.’
‘Those at FBC know their law, their clients and what works. They work hard to get the right result and always strive to deliver top quality advice and assistance.’
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HCR Law
Harrison Clark Rickerbys is well-regarded for its work on complex family trust disputes, Inheritance Act claims and the removal of executors. National practice head Beth King-Smith is a leading figure in the sector, routinely taking on complex instructions and often acting as an Independent Administrator in difficult estates. Alyson McGowan works alongside King-Smith and is experienced in high-value matters. She also has a particular niche advising on cases with an agricultural dimension.
Praxisleiter:
Beth King-Smith
Weitere Kernanwälte:
Alyson McGowan; Gina Khera
Referenzen
‘Beth King-Smith really gets stuck in on behalf of her clients and will fight their corner to ensure they get the best possible outcome. Alyson McGowan is shrewd and has great experience – she is a really safe pair of hands.’
‘Beth King-Smith demonstrates that she really cares about her clients and is willing to go the extra mile. ’
‘Gina Khera is an asset to the firm. She is approachable and handles disputes in a sensible and professional manner. She does not lose sight of her client’s needs and is firm when fighting their corner.’
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Irwin Mitchell
Kamal Majevadia and Cara Hough head up the department at Irwin Mitchell. The team specialises in a wide range of matters, with a particular focus on farming and family business disputes, notably involving proprietary estoppel and succession upon death. Michelle Chapman is a full member of ACTAPS, with her caseload including validity challenges, TOLATA and Inheritance Act claims, infant approval hearings and trust disputes. Marie Newton is noted for her broad expertise, spanning executor/attorney disputes and contested Court of Protection matters.
Praxisleiter:
Kamal Majevadia; Cara Hough
Weitere Kernanwälte:
Michelle Chapman; Marie Newton
Referenzen
‘I have worked with a number of different partners at the firm, all of whom have been sound and easy to work with. ’
‘Michelle Chapman is responsive and collaborative. She is committed to her clients, engaged with the process and commercial in her approach. ’
‘Michelle Chapman is extremely personable and a leading associate in the midlands contentious trust and probate market. ’
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Meridian Private Client Solicitors Limited
Meridian Private Client Solicitors Limited Solicitors Limited is highly specialised, offering advice across estate and trust administration, non-contentious estate and tax planning advice and contentious trusts and probate. Mark Abrol is at the helm and advises on all areas of contentious trust and probate, with a particular focus on executor disputes and matters involving property issues. Mark Terrar has a wealth of experience in complex trusts, tax structures and cross-border matters. Emma-Louise Green is also a key figure within the team, alongside Abrol and Terrar she is a full member of ACTAPS.
Praxisleiter:
Mark Abrol
Weitere Kernanwälte:
Mark Terrar; Emma-Louise Green
Referenzen
‚The team are renowned specialists in this area of work. They are partner-led but adopt a team approach which means clients are provided with a thorough but cost effective service. They are pragmatic and commercial in approach.‘
‚A first-rate team. Knowledgeable, pragmatic, easy to get hold of and deal with.‘
‚Medrian is a class act. They aim to provide high-quality private client services – and this is exactly what they do.‘
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- Acting for one set of siblings in dispute with another set of siblings as to the administration of a late parent’s estate.
- Bringing a claim for reasonable financial provision for an eligible claimant who has been disinherited/left an insufficient inheritance from a loved one’s estate.
- Advancing a claim in professional negligence due to poor Will drafting.
MFG Solicitors LLP
The team at MFG Solicitors LLP is led by Andrew Chandler in Kidderminster. The group acts for both claimants and defendants across a broad spectrum of matters, including Inheritance Act claims and claims regarding the validity of wills. Chandler is an ACTAPS member and oversees all aspects of contentious probate instructions. Robert Weston is also a member of ACTAPS and an experienced litigator, and Victoria Wall is another key member of the team.
Praxisleiter:
Andrew Chandler
Weitere Kernanwälte:
Robert Weston; Victoria Wall
Referenzen
‘The practice demonstrate excellent communication and customer service.Victoria Wall, works very hard on my behalf. The staff are wonderful!’
‘ My solicitor was committed to get the very best result for me. I also felt he understood my feelings and the stress the case caused me.’
‘The team I had were amazing and always updating me on what their next steps were and roughly a time scale they expected it to be done by so they could get back to me with any information or questions. They all worked together so that it ran smoothly.’
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Roythornes Solicitors
At Roythornes Solicitors, practice head Gavin Faber is highly regarded for his work acting for professional trustees, executors, trust corporations, charities and individuals in complex, high value claims. Emily Parry undertakes a broad range of contentious trust and probate-related matters, such as professional negligence claims involving negligent drafting of wills and other testamentary documents.
Praxisleiter:
Gavin Faber
Weitere Kernanwälte:
Emily Parry
Referenzen
‘Gavin Faber is an excellent addition to the team. He is great with difficult opponents and challenging situations: nothing fazes him and he brooks no nonsense from any quarter.’
‘Roythornes stand out for their exemplary client care and the diligence of their solicitors. They provide excellent experience across their team of solicitors.’
‘Gavin Faber has put together a team comprising excellent lawyers. They are known by their local peers to be brilliant at what they do and I would refer work to them.’
Highlight-Mandate
- Acted as litigation friend for a client in her successful appeal to the Supreme Court regarding the recovery of success fees in CFAs.
Shakespeare Martineau LLP
Andrew Wilkinson oversees the practice at Shakespeare Martineau LLP. The group offers advice on contentious trust and probate matters and professional negligence issues, as well as charity related work. Wilkinson specialises in high-value, cross-border matters. The 'practical and knowledgeable' Alistair Spencer and Tamsin Walker, who is noted by clients for her 'outstanding' ability to handle complex issues, are also highly recommended.
Praxisleiter:
Andrew Wilkinson
Weitere Kernanwälte:
Alistair Spencer; Tamsin Walker; Anna Morris
Referenzen
‘They are an impressively cohesive and efficient team. Instructions are always thoughtful and well-prepared, and they demonstrate real care for both the legal intricacies and the emotional challenges of contentious private client work. Their communication is excellent – they keep counsel fully in the loop and genuinely value a collaborative approach.’
‚Tamsin Walker brings a rare mix of technical sharpness and emotional intelligence to their practice. She has a steady hand even in highly contentious disputes and are consistently focused on achieving the best outcome for the client. Her ability to manage complexity – both legal and personal – is outstanding.’
‘Alistair Spencer has been nothing short of sublime – deftly balancing smart, focused counsel with compassion and thoughtfulness given the sensitivities of the subject at hand. The past 6 months would have been much, MUCH more challenging without his guidance and advice. ’
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Freeths LLP
Under the leadership of Mark Keeley, the team at Freeths LLP is known for handling high-value Inheritance Act claims, will disputes, removal applications and Court of Protection work. The group often handles matters which involve cross-border elements. Max Orbach is another key contact at the firm with extensive experience in handling complex cases, with particular expertise acting for executors and trustees.
Praxisleiter:
Mark Keeley
Weitere Kernanwälte:
Max Orbach
Referenzen
‚Max Orbach is an extremely good lawyer: thorough, pragmatic and with great communication skills. He really gets stuck into the detail of a case and thinks of new angles of approach.’
‘Max Orbach gives clear punctual advice. A practical approach to solving disputes but happy to take the gloves off when necessary.‘
‘Freeths stand out for the wealth of experience offered by their team and excellent resourcing. I would rank them highest among Midlands firms for experience and quality of work offered.’
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George Green LLP
George Green LLP’s contentious trusts and probate team is led by the experienced Susan Ford. Ford is regularly instructed in a wide array of mandates, including will validity disputes, in addition to Inheritance Act, breach of trust and proprietary estoppel claims. Liam Owen left the practice in August 2024.
Praxisleiter:
Susan Ford
Highlight-Mandate
- Advised and represented a Claimant in contested will validity proceedings on the grounds of lack of knowledge and approval.
- Settled a complex 1975 Act claim on behalf of an ex-spouse of the Deceased on favourable terms.
- Defended and resolved executor removal proceedings on favourable terms to the client.
Lanyon Bowdler
Claire Vale leads the department at Lanyon Bowdler, which notably represents the National Farmers Union in the West Midlands. Vale herself is a specialist in probate and agricultural disputes, Inheritance Act claims and applications to remove executors. Vale is also well-equipped to handle rectification claims, as well as related professional negligence and financial abuse-related work.
Praxisleiter:
Claire Vale
Referenzen
‘This is a local firm that does good quality and relatively high value contentious trusts and probate work.’
‘Claire Vale is very competent and knowledgeable.‘
Highlight-Mandate
- Advised the beneficiaries of a settled probate dispute in connection with a professional negligence claim against the firm of solicitors who prepared the disputed will and obtained compensation on their behalf.
- Advised beneficiaries of a will in connection with a dispute concerning joint bank accounts formerly belonging to the deceased and his daughter and issues relating to survivorship and the presumption of resulting trust.
- Advised a beneficiary in connection with issues relating to their late mother’s estate, including persuading lay executors to appoint solicitors to take over the delayed estate administration and assisting the client in obtaining their inheritance.
Sydney Mitchell LLP
Sydney Mitchell LLP fields a skilled team with broad experience in commercial and property litigation. Dean Parnell heads up the practice and is an expert in high-value, complex commercial disputes. Tracy Creed maintains a varied caseload and specialises in assisting elderly clients with securing care funding for vulnerable adults.
Praxisleiter:
Dara Parnell
Weitere Kernanwälte:
Tracy Creed; Ian Sheppard; Hayley Caprani-Warner
Referenzen
‘From the receptionist right through to any member of staff we have spoken with, the level of care compassion and patience has been excellent. ’
‘Hayley Caprani Warner has been handling our case and she has been doing a first class job. If I call her she answers any questions or concerns raised and instantly puts our mind at ease. I’d recommend them anytime.’
‘A committed and client-focused pairing, who work together very well, in Ian Sheppard and Hayley Caprani-Warner.’
Highlight-Mandate
- Advising on a £10million disputed estate.
- Acting in a professional negligence claim relating to the administration of an estate and the wrongful distribution of the estate by the administrator having received advice from a financial advisor.
- Acting for beneficiaries regarding the validity of their late mothers will where it is considered that there is undue influence and capacity issues at the time of execution of the will.
The Wilkes Partnership
Kevin Lynch leads the contentious probate team at The Wilkes Partnership, which operates at a local and national level. The team is particularly adept at advising private individuals on a range of matters, such as probate, Inheritance Act, Breach of Trust and removal claims. Working alongside Lynch, Jack Ackrill is a full member of ACTAPS, and a key member of the team.
Praxisleiter:
Kevin Lynch
Weitere Kernanwälte:
Jack Ackrill
Referenzen
‘They were incredibly professional, responsive and nothing was too much trouble to explain. They were upfront about costs without me chasing. I recommend them to everybody. I was kept updated every step of the way and they took so much stress out of a challenging time.’
‘Jack Ackrill is excellent at keeping you updated as the client and presenting a range of options and breaking things down in a way that can be understood. I used this firm for contentious probate and they had considered every possible angle and option that could happen and considered what our options could be.‘
‚I have recommended them to everyone. We had the best outcome because of the hard work of Jack Ackrill and Kevin Lynch.’
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Gateley Legal
Gateley Legal houses a national offering which handles will validity issues, related professional negligence work and family provision claims. Annam Nasir leads the team in Birmingham and has a wealth of experience across the full spectrum of inheritance and trust disputes, also handling cases involving assets abroad.
Praxisleiter:
Annam Nasir
Referenzen
‘Gateley provides efficient, cost-effective advice for clients which allows for the progression of matters whilst benefitting from the depth of their diverse firm practice areas.’
‘Annam Nasir is an extremely competent associate who is capable of providing pragmatic and commercial advice to clients which always represents their best interests.’
‘I have worked only with Annam Nasir who gives the impression of a well-managed team, who go the extra mile for their clients.’
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Keelys LLP
Under the leadership of the 'fantastic' Liam Owen and Patrick Farrington, the contentious trusts and probate team at Keelys LLP handles the full range of issues within the sector. Owen is a mediator and has experience handling FDR hearings, and is praised by clients for his 'amazing expertise and litigation skills', while Farrington is well-versed in complex commercial litigation. Farrington is also a High Court Enforcement Officer, making him a specialist in enforcement matters.
Praxisleiter:
Liam Owen; Patrick Farrington
Referenzen
‘Liam Owen is extremely knowledgeable in the area of Contentious Trusts and Probate. He adopts a most professional, approachable and collaborative demeanor. Notwithstanding his determination to always achieve the best possible outcome for his client, Liam is pragmatic and commercial in his approach when working towards resolution of matters. ’
‘Liam Owen: excellent, relevant and balanced advice on complex estate matters.’
‘Liam Owen has amazing expertise and litigation skills. ’
Highlight-Mandate
- Acting for the executors and principal beneficiaries of a seven figure estate, defending an intimated claim which has been made on the basis of a lack of testamentary capacity, with leading counsel instructed for the claimant.
- Acting for the executor of a c. £2M estate, in a professional negligence claim raised by another beneficiary of the estate against the firm who prepared the will.
- Representing a client dealing with claims by her brother in respect of two estates, each worth 7 figures. There were allegations of fraudulent calumny, estoppel, undue influence and lack of testamentary capacity.
Rothley Law Limited
The team at Rothley Law Limited is headed up by Laura Abbott. Abbott is well-versed in financial provision claims relating to the Inheritance Act, and also has expertise in claims relating to the validity of wills, executor disputes and professional negligence issues arising in relation to will preparation or estate administration. Mitra Mann joined the firm in December 2024 and is well-regarded for her work on complex and high-value inheritance matters, wills and executor disputes.
Praxisleiter:
Laura Abbott
Weitere Kernanwälte:
Mitra Mann
Referenzen
‘My experience has been positive, and issues, including complex ones, have been dealt with quickly and efficiently.’
‘Mitra Mann has reliably provided calm, reassuring, professional support and advice, in a challenging adversarial situation. She’s kept me focused on the core issues, despite repeated, deliberate distractions. She understands the emotional investment and stress involved in a family dispute/break-up, and relieves the official burden. She’s extremely personable and easy to work with.’
‘Rothley Law is an excellent firm, with knowledgeable, sensible, and tactical solicitors within the team. Whilst still a new firm, they have a growing reputation and a number of well known, talented, lawyers, to boost their growing reputation.’
Highlight-Mandate
- Successfully acting for a client in an application for specific performance of a contract to leave property by will through High Court proceedings at a hearing in Birmingham in June 2024.
- Acting for a disinherited daughter in respect of her claim for reasonable financial provision from the estate of her father pursuant to the Inheritance (Provision for Family and Dependants) Act 1975, successfully settling in correspondence post-issue.
- Successfully defending a will validity challenge on the basis of undue influence at the pre-action stage without concession or compromise.
Trowers & Hamlins LLP
Helen Briant leads the private wealth disputes team at Trowers & Hamlins LLP. Briant specialises in domestic and international contentious trust and probate matters, with a strong focus on family disputes. Liz Mulley handles a wide array of high-value and complex commercial litigation matters, maintaining a wider practice involving civil fraud and cyber response work.
Praxisleiter:
Helen Briant
Weitere Kernanwälte:
Liz Mulley
Referenzen
‚They are an excellent firm and I enjoy working with them when instructed.’
‘I commend Helen Briant and Liz Mulley in particular for their diligence and application. It has been a pleasure to work with them on a difficult case.’
Highlight-Mandate
- Acted for US executors and beneficiaries in respect of a claim brought by a disappointed beneficiary seeking an order that approximately £2m of assets pass outside the will by virtue of a death-bed gift. The matter went to trial and permission to appeal has been sought.
- Acting for adult children in a complicated estate and trust dispute where there are several million pounds of assets (both personal and business), involving a claim under the 1975 Act, claims of misconduct by the trustees, injunctive relief and a number of complicated issues.
- Acting for trustees and beneficiaries in a £16m claim in connection with a family property business where there are allegations of fraudulent conduct and mismanagement.
- Acting for adult children in a complicated estate and trust dispute where there are several million pounds of assets (both personal and business), involving a claim under the 1975 Act, claims of misconduct by the trustees, injunctive relief and a number of complicated issues.