Relevant Experience Legacy Managment

Advising a national charity

In defending a spousal claim for reasonable financial provision under the Inheritance Act, for a legacy worth in excess of half a million pounds.

Advising a national charity

In connection with a claim against Executors in relation to the sale of a share portfolio, and a consequent CGT liability which could have been avoided.

Successfully defending a challenge

To the validity of a will on behalf of a large regional charity.

Advising a large national charity

On a challenge to a will on the basis of lack of testamentary capacity.

Advising a national charity

In relation to costs claimed by the executors of an estate.