Private Wealth Disputes
We are a market leading Private Wealth Disputes team ranked in the top tier by both Chambers HNW and Legal 500.
We provide bespoke strategic advice alongside a comprehensive dispute resolution and litigation practice. Our expertise is trusted consistently by high net worth individuals, professional trustees and other fiduciaries as well as private banks to take robust steps to protect their legal rights and deliver practical solutions.
What we do:
International trust disputes
- Acting for professional trustees, protectors, beneficiaries, legal guardians in offshore litigation;
- Experience with key international trust jurisdictions including: Guernsey, Jersey, Isle of Man, British Virgin Islands, Bahamas, Bermuda, Cayman Islands, Hong Kong and Liechtenstein.
- Advice to offshore trustees in connection with UK matrimonial proceedings.
International estate disputes
- Coordinating strategy across multiple jurisdictions and advising on succession and conflicts of laws.
Bespoke strategic advice
- Corporate governance for businesses held in trust.
- Decision making by trustees under pressure from hostile beneficiaries.
- Lobbying trustees on behalf of beneficiaries.
- Litigation risk advice for ownership structures and transactions.
- Crisis management and special situations.
Domestic litigation and dispute resolution
- Challenges to English wills.
- Claims under the Inheritance (Provision for Family Dependants) Act 1975.
- Court of Protection applications.
- Unfair prejudice claims.
- Professional negligence claims.
Where we work
From our base in London we work with best in class overseas counsel to deliver seamless international legal advice to our clients. Our team meet with clients and conduct negotiations with counterparties on their behalves both domestically and internationally. The team speak at leading international private wealth conferences around the world, including STEP, Legal Week, the Cambridge Forum, the Contentious Trusts Association and Fresh Perspectives.
Recent highlights
Public Trustee v Cooper applications: Applications to offshore courts concerning the restructuring of trusts holding significant trading businesses (+$1bn)
Unfair prejudice proceedings: Acting in High Court proceedings in relation to a UK business held by family trusts (settled confidentially)
African business dispute: A trust dispute concerning trading businesses in Africa working closely with the commercial management team and financiers (+$1.5bn)
Privy Council: Acting as Privy Council agent in a high profile trust dispute on appeal from the Jersey Court of Appeal
Matrimonial dispute: Advice to an offshore trustee in relation to disclosure in high profile financial remedy proceedings in the high court
(PQ and anor v RS and ors [2019] EWHC 1643 (Ch): Acting as litigation friend for two minor beneficiaries in connection with the blessing of the trustees’ decision to include their sibling as a beneficiary of substantial trusts
Cowan v Foreman & Ors [2019] EWHC 349 (Fam): Advising in a number of claims under the Inheritance (Provision for Family and Dependants) Act 1975
Recommended reading
In the Spring 2026 issue of Family Office Magazine, Partner and Philanthropy Expert, Clare Stirzaker explores why philanthropy should be treated as a core part of succession and financial planning rather than an afterthought. The article highlights the importance of values‑led conversations, building trust with charitable organisations and balancing the growing demand for impact with the practical realities charities face.
Read more 13 Apr 2026 Competing for the future: the UK’s strategy to attract AI innovatorsAs global competition for AI expertise intensifies, the UK is refining its immigration framework to stay ahead. In The AI Journal, Immigration Partner, Zoe Jacob examines how recent policy direction and visa reforms are strengthening the UK’s appeal to international AI talent, founders and fast‑growing tech businesses.
Read more 10 Apr 2026 Cutting the IHT bill without losing control of your businessWhen does a smart tax move start to strain the way a business is run? In the Financial Times, Senior Associate, James Woods‑Davison looks at the practical realities behind using the expanded £2.5m BPR allowance. While reorganising shareholdings might ease future inheritance tax exposure, it can also reshape internal dynamics – from decision‑making to minority shareholder expectations – if governance and control aren’t firmly anchored.
Read more 01 Apr 2026 Boodle Hatfield unveils 2026 promotions roundWe are delighted to announce the promotion of two new Partners, Clare Pooley and Michael Duffy (Private Wealth) and five new Senior Associates, Alex Gamble and Jessica Woollard (Private Wealth), Emilie Bladon and Rosie Larwood (Litigation), and Nick Salmon (Property). Congratulations to all of our colleagues on this fantastic achievement. Their expertise, dedication and commitment to delivering exceptional client service continue to strengthen our firm and the work we do.
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