Legacy Disputes (Contentious Probate)

Legacies are a often a key source of income for charities. Our team of expert charity solicitors understand not only the importance of protecting legacies for the work of the charity, but also the other concerns which charities may face such as publicity issues.

Our charity law specialists advise on a varied and broad range of contentious legacy disputes for charities including:

  1. Defending claims under Inheritance (Provision for Family and Dependants) Act 1975.
  2. Challenges to the validity of a Will (for example, claims relating to lack of capacity, undue influence and fraud).
  3. Claims relating to the interpretation and construction of Wills.
  4. Defending proprietary estoppel claims.
  5. Claims against executors/trustees.
  6. Statutory Wills.
  7. Breach of trust claims.

Our charity legacy protection team includes litigation specialists and probate administration experts and we are therefore equipped to advise on both the contentious and non-contentious elements in protecting charity legacies.

Our charity legacy protection experts are part of the following organisations:

  • Association of Contentious Trust and Probate Specialists (ACTAPS)
  • Society of Trust and Estate Practitioners (STEP)
  • Charity Law Association (CLA)
  • Institute of Legacy Management (ILM)

Our Experts

Kate Brooks

Partner, Solicitor & Head of Employment/HR Services

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Lauren Day

Partner, Solicitor & Head of Dispute Resolution

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Nicola Hall

Associate Solicitor

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Victoria Riddleston

Senior Associate Solicitor

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Cariad Medway-Smith

Private Client Executive

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Theresa Mills

Associate Solicitor

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Jesamine Somerville

Solicitor

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Here to help

Our specialist teams can provide full service legal advice and assistance, providing practical and cost-effective solutions.

Our offices

Bournemouth
302 Charminster Road Bournemouth Dorset BH8 9RU
01202 525333 Contact
London
Office 320 107 – 111 Fleet Street London EC4A 2AB
02039 784720 Contact
Poole
14a Haven RoadCanford Cliffs, Poole Dorset BH13 7LP
01202 709898 Contact
Ringwood
Monmouth Court Southampton Road, Ringwood Hampshire BH24 1HE
01425 484848 Contact
Swanage
55 High Street Swanage Dorset BH19 2LT
01929 422233 Contact
Wimborne
39a East Street Wimborne Dorset BH21 1DX
01202 057676 Contact