I am experienced in trust and succession disputes on behalf of high net worth individuals, trustees and charities.
I specialise in:
- disputes involving high value estates where a party is claiming under the Inheritance (provision for Families and dependants) Act 1975
- disputes brought by beneficiaries against trustees in relation to the management of trusts
- will challenges
- proprietary estoppel claims
- and protection of legacies on behalf of charities
I was listed in the 2018 Legal 500 as a ‘Next Generation’ lawyer’. I am a full member of The Association of Contentious Trusts and Probate Specialists.
My major achievements include:
Acting for the claimant in Elliott v Simmonds  EWHC 732 (Ch) (Substantive)
This case concerned a challenge brought against a will under which my client was the main beneficiary. The defendant lodged a caveat against the estate and the executor was forced to issue proceedings. The defendant initially argued that the will was not valid as the deceased lacked capacity but did nothing to bring a claim. We were successful at trial in proving the will.
Elliott v Simmonds  EWHC 962 (Ch) (Costs)
Following our success at trial in proving the will we made an application to court for costs in our client’s favour. Despite the usual ‘no costs rule’ in these types of claim I was successful in arguing that the defendant had acted unreasonably and accordingly obtained a cost award in our client’s favour. This set a legal precedent and there was interest in this case from both the national and legal press.
Acting for the Trustees in the case of Brooke v Purton & ORS  EWHC 547 (Ch)
This High Court Claim was the first case to consider the ruling of Marley v Rawlings in relation to the rectification of Wills. The claim involved complicated issues over the construction and interpretation of a Trust in a Will for an estate worth over ₤7 million.
Acting for a husband left out of his ate wife's will
Acting for a husband left out of his late wife’s will and challenging the will on the grounds of a lack of capacity and knowledge and approval. The client also brought a claim under the Inheritance (provision for Family and Defendants) Act 1975 for reasonable financial provision.
Acting on behalf of national charities
Acting on behalf of national charities in protecting their legacies against potential claimants. Charities are extremely cost sensitive and subject to reputational concerns so special care is always required.
Acting in a proprietary estoppel concerning a substantial farm
The claim involved an alleged promise to leave the farm to his daughter which was not included in his will. The daughter brought a claim for the farm and the beneficiaries defended. The claim involved extensive documents and lengthy witness statements. The matter was successfully resolved by mediation.