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Private Wealth and Trusts Dispute Resolution

The members of our team have a wealth of experience advising disputes. The ambit of what we do includes:

  • Claims under the Inheritance (Provision for Family and Dependants) Act 1975 claims;
  • Challenges to the validity of wills including those relating to a lack of testamentary capacity and undue influence
  • Disputes regarding the ownership of a deceased’s ashes and applications for the removal of personal representatives;
  • Applications for rectification of a will and issues regarding construction of a will’s terms;
  • Advising trustees and beneficiaries in relation to trust assets and trust administration such as seeking disclosure of information regarding a trust or an account of the trust’s finances;
  • Applications to vary the terms of a trust;
  • Proprietary estoppel and constructive trust claims;
  • Claims against solicitors and other professionals in connection with the negligent drafting of a will or trust, or where incorrect tax advice has been given;
  • Claims against attorneys on departure; and
  • Financial abuse claims;

Our dispute resolution experience means we can act for individuals or groups of beneficiaries, trustees and personal representatives – even if the disputes involve cross border issues.

Disputes are likely to be stressful so we aim for an early resolution – using alternative dispute resolution methods, such as mediation, wherever possible.

Wedlake Bell is a growing presence in this area of law, which is definitely able to take on bigger, higher-profile teams and come out on top. Andrew O’Keeffe is a strong team leader, with great strategic intelligence.

— LEGAL 500, 2021

Andrew O’Keeffe is a well-known and rightly respected litigator. Caroline Miller is brilliant. Oliver Embley is an outstanding associate who is respected by peers and loved by clients.

— LEGAL 500, 2021

Caroline Miller is a litigator with deep private client knowledge. The team has a range of talent across the spectrum.

— LEGAL 500, 2021