Our trust and private client disputes team are specialists in matters involving offshore and onshore trusts, estates, charities and mental capacity issues. We regularly act for institutional clients (including banks and trust companies), trustees, their insurers, beneficiaries as well as high net worth individuals and family offices.
Our experience covers pure advisory work and directions applications through to hostile actions pursuing or defending trustees in relation to claims for breach of trust and third party claims by or against trustees.
Our lawyers have many years of experience advising in these areas and our global reach enables us to service clients (including individuals) from across the world. Recent matters have involved clients in the United Kingdom, Eastern Europe, the Middle East and Asia.
Our offering is bolstered by the direct and immediate access to our in-house advocacy group which contains QCs with specific expertise in this field, and in addition we are able to draw upon our market-leading specialism in other practice areas across the firm (including regulatory, arbitration, insolvency, fraud and asset tracing, real estate, tax, anti-corruption, funds and asset management).
We also act for corporate trustees regarding pension/superannuation funds and managed investment scheme disputes, appearing both for and against trustees in relation to asset disputes, trustee duties/conflicts issues and compliance with statutory investment scheme regimes.
An interested party
The trustees of a $150 million Jersey trust
A corporate trustee
Major pension/superannuation trustee entities
Tom is a QC and leading advocate in courts and tribunals at interim, trial and all appellate levels both in England and Wales and a number of offshore jurisdictions.