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Carte Blanche: The Court VS The Testator - No-Contest Clauses & The 1975 Act
Date: 26/03/2024 Type: Articles ThoughtLeaders 4 Content Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Author: Kirsty Manley & Alison Regan - Russell Cooke
It is trite law that there is freedom of testamentary expression in England and Wales but there is also no doubt that private client litigation, which effectively thwarts that freedom, is on the rise. There are an increasing number of both will challenges and claims for further financial provision pursuant to the Inheritance (Provision for Family and Dependants) Act 1975 (the 1975 Act). In this context a testator may well want to protect their wishes and their intended beneficiaries from any challenge in the future by including a no-contest clause in their will.
Private Client Magazine Issue 10 - Contentious Trusts
Date: 23/03/2023 Type: 60 seconds with Articles Community Magazine ThoughtLeaders 4 Content Main Issue Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Author: ThoughtLeaders4 Private Client
Private Client Summer School: The Ultimate Insider’s Guide 2022 Summary
Date: 03/11/2022 Type: 60 seconds with Articles ThoughtLeaders 4 Content Main Issue Delegate Write-Up Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Author: ThoughtLeaders4 Private Client
On 24th August 2022, we welcomed the next generation of Private Client practitioners at Private Client Summer School: The Ultimate Insider's Guide in partnership with ConTrA, located in the beautiful setting of Downing College, Cambridge.
This Summer School Summary rounds up the event, what our delegates learnt, and why it is so important for the next gen to start building their network from an early stage.
Private Client Magazine Issue 6 - Let’s Talk Contentious Trusts
Date: 11/02/2022 Type: 60 seconds with Articles Community Magazine ThoughtLeaders 4 Content Community Partner Main Issue Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Author: ThoughtLeaders4 Private Client
Issue 6 of Private Client Magazine is out and our authors are talking all things Contentious Trusts - from Sham trusts and the protectors’ power of consent, to NFT’s, digital art and money laundering. We also find out a little bit more about our members with a series of quickfire 60 second interviews. As we settle into the new year, 2022 will bring fresh knowledge, insights, and opportunities to bring the Private Client community together. We predict an action-packed year, and we look forward to welcoming you at some of our events both virtually, and in-person
60-Seconds With: Jannika Glendon, Associate, Mcdermott Will & Emery
Date: 05/01/2022 Type: 60 seconds with Community Magazine Interviews ThoughtLeaders 4 Content Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Q) What is your key area of practice?
A) I focus my practice on dispute resolution issues, including contested estates, acting for high net worth individuals in private trust disputes, as well as commercial dispute resolution and arbitration.
60-Seconds With: Emma Taylor, Associate, Collas Crill
Date: 05/01/2022 Type: 60 seconds with Community Magazine Interviews ThoughtLeaders 4 Content Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Q) What is your key area of practice?
A) Commercial Dispute Resolution focused on Contentious Trusts in Guernsey and the BVI.
60-Seconds With: Adam Fellows, Associate, Stephenson Harwood
Date: 05/01/2022 Type: 60 seconds with Community Magazine Interviews ThoughtLeaders 4 Content Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Q) What is your key area of practice?
A) My work is primarily personal tax advice, with a strong focus on international clients both with or looking to have a presence in the UK.
60-Seconds With: Tamsin Wooldridge, Solicitor, Shakespeare Martineau
Date: 05/01/2022 Type: 60 seconds with Community Magazine Interviews ThoughtLeaders 4 Content Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Q) What is your key area of practice?
A) Contentious trusts & probate
60-Seconds With: Stephanie Antrobus, Solicitor, Womble Bond Dickinson
Date: 05/01/2022 Type: 60 seconds with Community Magazine Interviews ThoughtLeaders 4 Content Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Q) What is your key area of practice?
A) At present I do a mixture of non-contentious estate planning and contentious trusts and probate work, with a view to specializing into the latter once I have a strong foundation in both practices.
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