About

Provided by Wilsons

Wilsons has one of the most highly ranked teams in the UK. Unlike many of its competitors, the firm advises on the complete range of a charity's legal needs and has a particular specialism in contentious and non-contentious legacy work, acting for charities. The constitutional and governance team has considerable expertise in advising military charities and the charitable care sector.

Chambers Review

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Charities: Legacy Disputes - UK-wide

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Band 1

What the Team is Known For

Wilsons has a noteworthy practice with a significant legacy disputes offering for charity beneficiaries. The firm regularly assists with contentious matters concerning the variation of wills, particularly those involving allegations of breach of duty and fraud. It provides counsel on all types of regulatory and constitutional matters, including governance, compliance and trustee duties.

Work Highlights

  • Wilsons acted for a large national health related charity on a dispute over the interpretation of a will in which the charity could receive over GBP1 million.

Strengths

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Notable Practitioners

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Charlotte Watts
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Charlotte Watts
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Band 2
Charlotte Watts is noted for her in-depth knowledge of legacy disputes. She regularly represents leading charities in disputes over the validity of wills.

Charlotte Watts is knowledgeable, really good to work with and incredibly experienced.

Charlotte is excellent at producing advice for charity clients in legacy disputes and is really well liked by clients for that sound practical advice.

Charlotte is always very attentive and keen to help and support. Her knowledge and expertise is apparent when receiving clear and concise advice.

Charlotte Watts has been great. Everything I have gone to her about she has been prompt at responding to.

She has a good bedside manner and good commercial judgment which is particularly important for charity clients.

James Aspden
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James Aspden
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Band 2

James Aspden is highly experienced in matters involving contested probate and trusts. He is regularly sought to manage cases involving cross border issues.

James is excellent, he offers a Rolls Royce service.

Peter Jeffreys
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Peter Jeffreys
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Band 2
Peter Jeffreys is especially focused on complex legacy administration matters. He advises charities on issues regarding conditional inheritance and contradictory wills.

Peter is an expert especially when dealing with less straight forward situations, his experience, wealth of knowledge and sensitivity has helped us resolve a number of tricky situations.

Peter Jeffreys has been around a very long time. He is very knowledgeable, an expert in his field and pragmatic.

Peter Jeffreys has written advice that is super. He completely gets the needs of the trustees and his advice reflects that perfectly. He is outstanding in his field.

Ranked Lawyers at
Wilsons

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Band

UK-wide

Charities: Legacy Disputes

Charlotte Watts
2
Charlotte Watts
2
Band 2
James Aspden
2
James Aspden
2
Band 2
Peter Jeffreys
2
Peter Jeffreys
2
Band 2