Land Succession for the NextGen: Land and Estate Disputes

24 May 2024

Location: 12:00-1:00 pm UK Time Virtual Event (Zoom)
Members: FREE to attend - Book by 24 May
Non Members: Register above as a member and attend for FREE - Book by 24 May

Land Succession for the NextGen: Land and Estate Disputes


In this session, we will explore strategies to safeguard a family’s legacy and navigating complex land and estate disputes.

The panellists will cover points on:

  • Succession issues on land when it comes to common law and civil law rules on heirship
  • Are families moving away from primogeniture?
  • The future of Balfour Structures
  • The use of life insurance programmes to enable smooth transfers
Richard Smaller
Associate Solicitor
Irwin Mitchell

I specialise in disputes that arise when a person dies. I deal with a wide range of cases and each one is different to the next – just as no two people are the same, neither are any two estates.

I represent people seeking to challenge the validity of wills on grounds of undue influence, lack of testamentary capacity or issues with formalities, and have experience in defending such claims too. I have also worked on bringing and defending claims under the Inheritance (Provision for Family and Dependants) Act 1975 when someone’s unhappy with the inheritance that they’ve received under a will or the intestacy rules.

Acting as an Executor, or waiting for your inheritance to arrive, can be a very stressful time. I have experience of dealing with disputes around the administration of estates, including allegations of financial misconduct, delays in administering the estate, and the removal of Executors and appointment of a suitable alternative.

I’m also interested in representing people who want to challenge Court of Protection applications for Deputyship or decisions made under a Lasting Power of Attorney. Having a relative or friend who has lost mental capacity can be an emotional and scary time, and I understand how emotive such applications can be.

Richard Smaller
Richard Smaller Associate Solicitor
Irwin Mitchell
Paula Steele
John Lamb Hill Oldridge

Paula has significant experience in the Financial Services industry having led John Lamb, the UK’s leading adviser to Landed Estates and their families, for over 40 years. Then most recently overseeing the company’s merger with Hill Oldridge where she is now Broking Director and looking after more than 150 estates with her team.

Paula has extensive knowledge and expertise across all areas of financial planning.  Specialising in resolving particularly complex and challenging issues for individuals and families, Paula and has specific expertise in life assurance, equity release and later life planning.

Paula’s professional accreditations include Chartered Financial Planner, IMC and being an affiliate of STEP (the Society of Trust and Estate Practitioners).  She has also played an important role in improving standards throughout the financial advice industry and has been the recipient of many awards, most recently receiving a Lifetime Achievement Award at the Citywealth Magic Circle Awards 2022.

Paula Steele
Paula Steele Director
John Lamb Hill Oldridge
Laura Phillips
Legal Director
Kingsley Napley

Laura joined Kingsley Napley in 2012 and became a Legal Director in the Dispute Resolution Department in 2023. Laura has particular expertise in Wills, Trusts and Inheritance Disputes but also has a broad range of litigation experience.

Laura’s experience in the area of disputes in relation to trusts and estates includes challenging wills on the basis of lack of testamentary capacity, want of knowledge and approval, fraud, forgery and undue influence. She regularly acts for clients in the Court of Protection. The trusts and estates are often multi-cultural and multi-jurisdiction. Laura also represents both claimants and defendants of Inheritance (Provision for Family and Dependants) Act 1975 claims. In respect of trust experience, Laura is regularly instructed in respect of claims relating to the removal of executors and trustees, claims for breaches of trusts, misappropriation of funds by trustees and professional negligence claims relating to wills and trusts.

Laura is a member of STEP and on the steering committee for the CTAP special interest group. She is also a member of the Contentious Trusts Association (ConTrA). Laura’s expertise has been recognised in the Legal 500.

Laura Phillips
Laura Phillips Legal Director
Kingsley Napley
Roger Holman
Partner Private Client
Blick Rothenberg

I joined Blick Rothenberg in August 2022 having spent over 24 years specialising in private client taxes, working in accountancy practices, trust companies and law firms.

I primarily provide advice to ‘international’ clients, including UK resident non doms or those moving to and buying assets in the UK. I also support clients to make sure that their assets and businesses are set up in the best way within the international marketplace.

My personal focus is on taxes that affect the individual – Income tax, Inheritance Tax and Capital Gains tax – along with those that affect the UK properties they often buy. As well as tax planning, I also know that having a thorough understanding of tax compliance and how transactions are reported to HM Revenue & Customs (HMRC), helps to ensure effective planning.

I strongly believe that, while it is important to understand the technical elements of tax, the interpersonal relationships we build among the team of advisers, and the families, are the key to any decision making.

I am involved with the Chartered Institute of Tax, having been the past chair of the Kent Branch and currently sitting on the Low Incomes Tax Reform Group – helping to steer the Government and create positive tax policy for those in society who cannot afford the advice required to navigate the UK’s complex tax system.

Roger Holman
Roger Holman Partner Private Client
Blick Rothenberg


11:55 am
Audience Log On
12:00 pm
Chair's Opening Remarks
Paula Steele - Director - John Lamb Hill Oldridge
12:05 pm
Land Succession for the NextGen: Land and Estate Disputes
Roger Holman - Partner Private Client - Blick Rothenberg
Richard Smaller - Associate Solicitor - Irwin Mitchell
Laura Phillips - Legal Director - Kingsley Napley
12:45 pm
Panel Q&A
1:00 pm
Chair's Closing Remarks


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