03 January 2012
Assisted a daughter and grand-daughter in defending accusations of wrongdoing in an application to revoke a Lasting Power of Attorney in their favour, and securing the appointment of a chosen family member alongside the Panel Deputy.
Assisted a widow in Goodman v Goodman, reported at  3 WLR 1551, in successfully removing the executors of her late husband’s estate in favour of her chosen professional. Click here to view article.
Assisted two siblings in Burgess v Hawes, reported at  WTLR 423, to successfully overturn a purported will of their late mother’s and secure recovery of lifetime transfers made to their sister and her immediate family. Click here view our briefing or visit the Daily Telegraph article. And again assisting them to successfully defend an appeal to the Court of Appeal, reported at  EWCA Civ 94. Click here to view our briefing.
Assisted nine UK charities in Clark v World Wildlife Fund and others, reported at  WTLR 961, to successfully argue that English law governs the validity of a will dealing with English immovable property (thus confirming the rule in Dicey for the first time).
England and Wales, 2009
‘Claims under the Inheritance (Provision for Family and Dependants) Act 1975’, the Law Society’s Probate Practitioners Handbook (7th Edition)
Probate Disputes and Remedies (3rd Edition), Jordan’s, contributor
Strength of Will, Law Society’s PS Magazine (Issue 105 May 2013), co-author
A Matter of Record, Private Client Adviser (April 2013), co-author
The Court of Protection, Charities and the Evolution of Best Interests, Elder Law Journal (Vol 2 Issue 3 2012), co-author
Association of Contentious Trust and Probate Specialists
Charity Law Association
Probate Update, LexisNexis webinar - April 2016
Me in a minute
I am acutely aware of the emotional strain of litigation.. that's not to say I can't fight if I need to
I wasn’t one of these people who always knew they wanted to be a lawyer, but now I can’t imagine being better suited to any other job! I can usually find an argument in favour or against most positions. This, combined with being patient (which is how one of my clients described me to Legal 500) and possibly pedantic, makes litigation a neat fit.
I am acutely aware of the emotional strain of litigation, so when I can guide my client through to a resolution, this is my focus. That’s not to say I can’t fight if I need to - I was a keen fencer in my school days and don’t feel out of place with a sabre in my hand!
The case I am most proud of is Burgess v Hawes, a will validity dispute in which we were successful at both first instance and in the Court of Appeal. It has been referred to in several subsequent judgments and, what I think got us over the line, was our rigorous examination of the evidence.