Case Studies

Advising attorneys in relation to gifts

Acting under a financial decisions Lasting Power of Attorney on their authority to make gifts on behalf of the donor.

Private Client

Advising a client embarking on extended travels

Preparing general power of attorney for immediate use and Lasting Powers of Attorney as a longer-term solution.

Private Client

Sibling business interests

Advising three brothers in respect of their own personal wealth, estate planning, Wills and Lasting Powers of Attorney and advising them jointly as the shareholders of various companies.

Private Client

Advice on trusts within Wills

Advising clients on options to include trusts within Wills, to address concerns regarding survivor remarrying. Including complex provisions should they die together in an accident.

Private Client

Change in circumstances prompts Will review

Advising on and preparing a new Will and pilot discretionary settlement for a newly divorced client. She wished to appoint guardians for her infant daughter and to structure her estate to benefit her daughter in a controlled manner.

Private Client

Balancing the needs of beneficiaries

Advising trustees of a nil rate legacy trust and flexible life interest trust created by the deceased’s Will. Considering competing interests of surviving spouse and children.

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An injunction for a technology company

We secured an injunction for a technology company in relation to confidential information stolen and used by a former director and shareholder.

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Private Client

Advice on assigning beneficiaries’ interests

Reviewing a complex set of trust deeds and providing advice regarding reducing or assigning the interests of the current beneficiaries.

Landed Estate

Advice regarding Appointments from trust

Advice in relation to a landed estate regarding a Deed of Appointment and its impact for future generations.

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Defending a claim brought by a former racing driver

We defended a claim brought by a former racing driver over a property portfolio in which a minority director/shareholder claimed unfair prejudice. The claim settled shortly before a High Court trial and was a reported case on the acceptance of offers and indemnity costs: Rees v Oliver and others [2019] EWHC 922 (Ch)

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Advising a demolition/construction company valued at over £100m

Claim brought by a disaffected minority shareholder/director.

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Advising the owner of valuable minority stake in a major media company

Issues included board mismanagement, diversion of profits and prejudicial conduct, including claims against directors under statutory Ofcom rules and collaboration by a number of majority shareholders.

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