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11 July 2018 1 Comment Posted in News

Care home fraudster jailed – Justice for Gordon Willey’s family

Posted by , Partner

Southport care home fraudster David Barton has today been found guilty on multiple counts of defrauding elderly people in their care following a year-long criminal trial. He will be sentenced on Friday (13 July) for his offences against various elderly …

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2 March 2017 0 Comments Posted in News, Private Client

A great turn out for Contentious Probate Update

Posted by , Partner

Solicitors from Bath, Bristol and across South West and Wales attended our annual Contentious Probate Update in Bath. The seminar was hosted by our Inheritance & Trusts Disputes team with St John’s Chambers and Mogers Drewett.

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22 July 2014 0 Comments Posted in News

Hart brothers win inheritance battle against their sister

Posted by , Partner

Two Dorset brothers have won their long-running legal battle against their sister for a share of their mother’s inheritance. Kenneth and Paul Hart of Poole have won their dispute over gifts amounting to £700k which were made to their sister …

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14 June 2013 0 Comments Posted in Inheritance & Trust Disputes, News

Inheritance and Trust disputes team help brothers claim rightful inheritance

Posted by , Partner

High Court Judge, Sir William Blackburne, has ordered that a daughter must return gifts made to her by her mother in the last year of her life, as he was “not persuaded” that her mother made the gifts of her …

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13 December 2012 0 Comments Posted in News

A growing team; two new members join the Inheritance and Trust Disputes team.

Posted by , Partner

We are pleased to welcome two new members to our Inheritance and Trust Disputes team. Solicitors Elizabeth Nash and Mike Muston bring a wealth of experience in dealing with a variety of inheritance and trust disputes. If you have an …

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12 December 2012 0 Comments Posted in Case Studies

Wife’s claim for financial provision

Posted by , Partner

Fiona* had been married to her husband, Graham, for 25 years before his death. However, shortly prior to his death, Graham had an affair with Helen and, without Fiona’s knowledge, he changed his Will to leave everything to Helen.

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Examination of accounts and asset tracing

Posted by , Partner

We acted as executors in relation to the estate of Kevin*, who was one of five brothers.

During this process we found out that a property, which was the main asset of the estate, may have been incorrectly transferred to Kevin during his lifetime.

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Defending a claim brought by mother’s carer

Posted by , Partner

James* and Kristina were beneficiaries of their late mother’s estate. They were facing a claim from their late mother’s carer, Isobel, that she should be entitled to a share of their mother’s estate too.

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Removal of an executor for failing to deal with mother’s estate

Posted by , Partner

We acted as executors in relation to the estate of Kevin*, who was one of five brothers.

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Assisting a trustee in breach of trust

Posted by , Partner

David* was the trustee of a family trust. He had failed to take proper legal advice when he agreed to act as trustee and had paid out money to one of the beneficiaries, Eleanor, when he should not have done.

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Claim against accountants for poor tax advice

Posted by , Partner

Trevor* (the executor) and the beneficiaries of the late Victoria’s estate had received poor tax advice from firm of accountants in relation to the estate.

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Dealing with a tax inefficient trust

Posted by , Partner

In this case we helped the trustees to apply for clarification of unclear wording in a trust. The trust was amended so that it could be interpreted to give a more tax efficient outcome for the beneficiaries; helping them to save money.

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