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Trust & estates 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.

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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.

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.

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.

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.

  • Acting for Finance Director and Non-Executive Director of a PLC in relation to disciplinary proceedings brought against them by the AADB (the accountancy profession's regulator)

  • 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.

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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