How we can help

Trusts and Probate

How we can help

CONTENTIOUS TRUSTS AND PROBATE

We have extensive experience in dealing with the full range of estate and trust disputes, including disputes between trustees/executors and beneficiaries, contested Will matters and claims under the Inheritance (Provision for Family and Dependants) Act 1975. We are ranked as band 1 for private wealth disputes in both the Chambers and Partners and Legal 500 legal directories and we provide pragmatic and commercial solutions to complex problems and disputes involving wills, trusts & probate.

Contact us on 0800 131 3355 to speak to our specialist team who can help assist you should you find yourself involved in such a dispute. Alternatively, you can fill in our online enquiry form and we will get back to you at a time that is convenient for you.

 


Types of disputes covered

At Pannone Corporate, our contentious trusts and probate solicitors specialise in all manner of disputes in this area, including:

  • acting for claimants, executors and beneficiaries in a wide variety of claims under the Inheritance (Provision for Family and Dependants) Act 1975;
  • acting in disputes between co-trustees and disputes between trustees and beneficiaries;
  • applications to court by trustees and executors for directions;
  • acting on contested claims for the removal of trustees and executors;
  • acting in contested will dispute matters on grounds of lack of testamentary capacity, undue influence, fraudulent calumny, non est factum, proprietary estoppel and others and equivalent disputes concerning lifetime transactions;
  • infant settlement approval applications;
  • actions to determine the correct interpretation of badly drafted wills;
  • disputes between cohabitees of property as to correct beneficial ownership;
  • claims relating to allegations of financial abuse under Lasting Powers of Attorney;
  • professional negligence claims arising from all aspects of wills and probate;
  • rectification of trust deeds; and
  • representing executors in commercial litigation matters affecting estates, including company disputes, partnership disputes, disputes regarding the ownership of land and actions to recover possession of estate property.

 

To get in touch, call us on 0800 131 3355 or use our contact form to enquire today for help surrounding wills.

 

 

Our approach

 

Here at Pannone Corporate, our team of solicitors recognise that disputes concerning trusts and Wills are often very emotive and difficult. We adopt a collaborative approach with our clients and seek to take as much pressure off our clients as possible, whilst delivering clear advice. We strive to secure a resolution as quickly and cost-effectively as possible.

 

With regard to fees, we know cost effectiveness and transparency as to fees is fundamental and we keep our clients regularly updated with costs estimates and updates. We regularly revisit the costs/benefit of our disputes and also explore other funding options with our clients, such as third-party funding.

 

We have been described as clients in our approach as being:

 

“…attentive, caring, extremely efficient, helpful and supportive throughout

 

“…extremely professional whilst at the same time remaining approachable and empathetic”

 

Our experience also allows us to advise clients involved in these types of disputes on wider issues, such as the position with companies or partnerships where an individual has died and ancillary matters arising as a result.

Some Recent Contested Probate Cases Include:

  • Successfully defending an Inheritance Act claim relating to an Estate worth over £1.6million at a four-day trial in the High Court;
  • Successfully proving a Will where disgruntled beneficiaries alleged the Will was invalid on grounds of lack of capacity and fraudulent calumny; and
  • Negotiating a settlement for a client in an Inheritance Act claim whose partner of over 35 years had died without leaving a will. The client received a sizeable sum in an estate worth over £4million.

 

 

Contact us on 0800 131 3355 to speak to our specialist contentious probate solicitors who can help guide you through any dispute relating to a Will or trust. Alternatively, you can fill in our online enquiry form and we will get back to you at a time that is convenient for you.