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Private Wealth Disputes

Boodle Hatfield’s team is globally renowned for its ability to resolve the most complex onshore and offshore disputes, and in planning how to prevent disputes arising in the first place.

Disputes concerning private wealth, which often involve members of the same family, can be highly emotive as well as technically challenging. Only specialist lawyers - those who know the area and how to achieve practical solutions can help navigate these disputes.

First, we seek to avoid disputes, unless it is in our clients’ best interests to pursue or defend a claim. If disputes cannot be avoided, we represent our clients’ interests robustly, but always with an eye on opportunities for beneficial, out of court solutions.

We deal with all manner of private wealth disputes; ranging from will and gift validity issues, applications in the Court of Protection, professional negligence in tax and estate planning and advising personal representatives, trustees and beneficiaries on complicated issues and court proceedings, both on and offshore. Members of the team are often appointed as replacement or independent personal representatives, trustees or deputies, including by the court.

We are globally renowned for our ability to resolve the most complex disputes, and in planning how to prevent disputes from arising in the first place. Our experience of dealing with multi-jurisdictional matters and conflicts of law issues is substantial. We have strong relationships with lawyers in many other countries and are used to working as part of an international team.

Many of our most substantial and complex disputes are resolved privately rather than by the courts. We understand that discretion is one of the most important attributes our clients look for in an advisor. Wealth preservation, rather than dissipation, is our priority.

How we help

Will disputes

We deal with all forms of challenge to the validity of wills and claims for reasonable financial provision under the Inheritance (Provision for Family Dependants) Act 1975.

Office of the Public Guardian/ Court of Protection

We frequently advise on matters including mental capacity issues and statutory will applications.

Trust disputes

We have extensive experience of all kinds of disputes relating to trusts and we regularly assist trustees, beneficiaries and others in making applications to court to resolve the associated issues.

Divorce & Children

We are well versed in making the divorce process as straightforward as possible including negotiating a fair financial settlement and dealing with future arrangements for your children.

International experience

We have substantial experience of dealing with multi-jurisdictional matters and conflicts of laws issues. We know many lawyers in many other countries and are used to working as part of an international team.

Avoiding disputes

We advise clients on how to prevent disputes arising, including advising on matters of family and corporate governance.

Track Record

  • Advising a life tenant of a large trust, administered by a non-UK resident professional trustee, in connection with proceedings instituted in England by another beneficiary. The claims included allegations of breach of trust for failure to balance the interests of the life tenant and the remaindermen, failure to collect in assets belonging to the trust and trustee overcharging. These proceedings were the latest in a long line of litigation in other jurisdictions and they involved, amongst other things, consideration of complex issues of private international law and abuse of process.
  • Advising the trustees of a Jersey settlement in relation to the disclosure of information relating to the trust in the context of ancillary relief proceedings in the English Courts.
  • Advising two of the adult beneficiaries of a substantial Will trust in relation to a 1975 Act claim brought by the deceased's widow and also in relation to wider negotiations with the other beneficiaries (with the co-operation of the executors and trustees) as to how the estate should be administered in light of existing practical and technical difficulties in complying with the deceased's wishes.

Our Private Wealth Services

 

Find a Private Wealth Lawyer

As an experienced private client lawyer and litigator, I work closely with colleagues and clients to ensure that disputes which may arise in the future are identified and managed effectively.

Mark Lindley, Partner

Recent awards

How to find us:
London Bankside

Bankside Office

240 Blackfriars Road
London
SE1 8NW
DX 53 Chancery Lane

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

London Mayfair

Mayfair Office

6 Grosvenor Street
London
W1K 4PZ

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

Oxford

Oxford Office

6 Worcester Street
Oxford
OX1 2BX

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

Bankside Office

240 Blackfriars Road
London
SE1 8NW
DX 53 Chancery Lane

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

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