17 September 2021 - Article
Stephen, together with Ceri Vokes and Olivia Turner, set aside a previous transfer of shares into an Isle of Man trust structure, which mistakenly resulted in adverse tax consequences. Working with Isle of Man advocates we also advised on making the relevant arrangements for minor and unborn beneficiaries. Read the Judgment here.
Stephen together with Paul Hewitt acted for the charity in RSPCA v Sharp & Others  in which the Court of Appeal unanimously upheld the RSPCA’s case that its benefactor, the late George Mason, had intended his estate to pass free of inheritance tax. Click here to read our summary of the case and click here read the Judgment.
Successfully removed a Trustee of a multi-million trust in the High Court.
Acted on behalf of a national charity and successfully applied for a copy will to be admitted to probate where the intestacy rules would have applied if the application was unsuccessful. As a result, the charity was able to realise a substantial legacy.
Assisted a client in successfully removing existing attorneys and installing an independent professional Deputy.
Secured the distribution/partition of discretionary trust (worth over £10m) in face of hostile trustees.
Defended a highly contested statutory will application while at the same time securing the removal of a professional Deputy.
England and Wales, 2004
‘Finance and Law for the Older Client’, Legal Capacity chapter in Tolley’s
The Institute of Legacy Management
‘Probate Disputes and Remedies’, Court of Protection chapter in Jordans
Association of Contentious Trust and Probate Specialists
Charity Law Association
‘Court of Protection update’, Simon Gore - June 2017
‘Deputyship masterclass’, 39 Essex Chambers Court of Protection conference - June 2017
Global Family Office’s Successful Succession seminar - November 2014
‘Contentious Probate Update’, LexisNexis - October 2014
Institute of Legacy Management Court of Protection conference, London - November 2013
Me in a minute
I think that in many ways being a cyclist is like being a litigator.
I love cycling. Since I joined Withers over 15 years ago I have cycled to work virtually every day. Cycling in London can be great fun but you have to have your wits about you. It is not just a case of plodding along, you need to not only use your eyes and ears, you must have a strong sense of direction. It is not only about your current position, but looking ahead and anticipating what might happen. You need to be able to react quickly and decisively.
I think that in many ways being a cyclist is like being a litigator. It is vital you appreciate all angles, not just what is in front of you. Anticipation is everything. It is not just about the next move, it is about the next two or three moves. How can you achieve your desired outcome and deal with the various obstacles in your way? Finding even the narrowest of opportunities can make all the difference to where you want to get to.
InsightView all Firm insight
16 September 2021 - Article
Withers continues to build its IP Team in Boston with the addition of Paul Sorkin
15 September 2021 - Article
Kimberly Pallen and Brooke Schneider featured in The Art Newspaper on unpaid internships in the art world
14 September 2021 - Article