The Private Wealth Team comprises senior lawyers drawn from specialist departments including personal & corporate tax, trusts & estate planning, disputes, corporate finance, family, reputation management and immigration services. The team advises HNW clients on complex, multi-stakeholder issues, including on both HNW and ultra-HNW estates.
Within this, the Private Wealth Disputes Team advises on a broad range of disputes, including contentious trusts & estates and professional negligence matters. The practice is renowned for advising beneficiaries, executors, trustees and other individuals excluded from wills on complex trusts & estates disputes. The team regularly handles will validity challenges, claims under the Inheritance (Provision for Family and Dependants) Act 1975, proprietary estoppel disputes, trust litigation, and applications concerning removal or replacement of executors and trustees. Where appropriate, it seeks to resolve disputes through ADR, including mediation, and Sally Goodger is an accredited mediator.
The notably strong, deep Oxford Trusts, Estates & Tax Team is the largest in Oxfordshire and one of the biggest of its kind outside London. With a deep commitment to serving clients, it provides bespoke technical knowledge in a personal way. It has particular specialisms in acting for business owners, landed estates & agricultural clients and vulnerable clients and has significant experience in acting as an independent administrator in contested estates.