Our experience of contesting a will, trust or estate

  • Successfully bringing a claim against an estate worth in excess of £50 million. The client received a very significant seven figure settlement plus annual income, the exact terms being confidential.
  • Acting for a client in a complex Inheritance Act dispute requiring an application to the Probate Registry to cancel a grant of probate improperly obtained and negotiating with multi-party defendants in numerous jurisdictions.
  • Defending a challenge to a £2 million estate involving minors and complex business assets for the children of a prominent local businessman.
  • Successfully resolving via mediation a complex multi-party dispute concerning an estate valued at £6 million. Claims from the parties involved promissory and proprietary estoppel, Inheritance Act claims, removal and appointment of alternative executors, rectification of wills, claims of undue influence and off-shore asset tracing.
  • Acting for a beneficiary under a substantial family trust containing assets valued by that trust of £20 million. The core issue concerned the mismanagement of the trust by the trustees.
  • Challenging the validity of a will with an estate valued in excess of £1 million. The case concerned allegations of forgery and the use of expert handwriting evidence.
  • Acting for an adult child claimant in an Inheritance Act claim against the estate of deceased father. Proceedings were issued within two weeks of instructions from the client due to the pressure of limitation. The matter settled swiftly and favourably by correspondence.
  • Acting for relatives of a deceased in defending an Inheritance Act claim against the estate. The deceased died intestate and the claim was brought against the estate by a friend of the deceased who claimed to have been living with the deceased as husband and wife in the two years immediately prior to her death.
  • Acting for beneficiaries in a complex claim involving estate valued at seven figures with claims by the estranged husband of deceased under IPFDA 1975. Issues of severance of joint tenancy and application for an Occupation Order on behalf of beneficiaries in relation to deceased’s home owned jointly by the estranged husband, beneficiaries and deceased.
  • Acting on behalf of clients in a long running trust dispute where an executor committed a serious breach of his duties. Proceedings against former executor for an account and recovery of losses as well as an associated professional negligence claim against the solicitors who acted for the former executors. The matter was successfully settled at a one day mediation.