Dispute resolution

Advice to Non-Profit Organizations and charities is and always has been core to our business. We have gained extensive and wide-ranging experience of dispute resolution. We advise both in internal disputes involving trustees or employees, and in external disputes where the not-for-profit organization (Nfp) is at odds with regulators or other third parties.

Legacy administration is one key area where we are recognized as a leading firm: our lawyers work with a broad spectrum of Nfp clients, either defending claims or bringing (or threatening to bring) proceedings against executors or trustees. In the context of legacy disputes, we make regular appearances in the Court of Protection to defend the interests of charity clients who stand to benefit from a will, in the face of statutory will applications that seek to redirect the residual assets of the estate from the charity to the deceased person's family or friends.

Recent work

  • Acting for the National Association of Citizens Advice Bureaux in a high-profile case, assisting with the discharge of a High Court injunction and negotiating with the Charity Commission in connection with serious governance issues affecting one of its London branches. 
  • Successfully defended the RSPCA's entitlement to a legacy in favour of an unincorporated charity which had ceased to operate by the time of the testatrix's death but for which the RSPCA had taken on responsibility shortly afterwards.
  • Advising multiple charitable beneficiaries under the last will of the deceased in response to a challenge to that will based on allegations of lack of capacity, lack of knowledge and approval, and undue influence.
  • Secured six figure compensation for five charitable residuary beneficiaries where solicitors had failed to secure share in future planning value.
  • Successfully defended charity's entitlement to the residuary estate in response to an adult child 1975 Act claim in the Hereford County Court.
  • Mediated a dispute on behalf of national charities in a widow's 1975 Act claim issued in the Bournemouth County Court.
  • Mediated a dispute on behalf of two national charities involving a challenge to the validity of a will executed just before death which deprived them of a major estate and recovery of assets allegedly transferred out of the estate pre death.
     

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