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Trusts and private client disputes

Specialists in complex cross border matters

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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.

Learn more about how we help our clients in

Dispute Resolution

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Recent Experience

The beneficiary of a multi-billion dollar offshore trust

advising in relation to ongoing disputes with the trustee and other beneficiaries

The executor of a US$1 billion Hong Kong estate

advising in relation to administration of that estate in a number of offshore jurisdictions, including BVI, Jersey, Mauritius, Philippines and Turks and Caicos

The beneficiary in arbitration proceeding in Israel

Acting to recover substantial trust assets held under English trusts

An individual in a key position within a very significant family structure

Advising an individual in a key position within a very significant family structure which includes an offshore charitable foundation regarding issues relating to the structure and funding of such foundation with the overall value running into many hundreds of millions of US dollars.  We have needed to balance the technical arguments and family dynamics with the impact on the structure in practical terms and the implications for family harmony going forwards

The beneficiaries of a multi-billion dollar Hong Kong law trust

Advising the beneficiaries of a multi-billion dollar Hong Kong law trust (including a significant holding in a listed company) in relation to ongoing disputes with other beneficiaries, including allegations of undue influence

Private banks

Advising private banks in relation to transactions concerning trusts and estates