• Advising beneficiaries concerning challenges to lifetime transactions made by the deceased on the basis of incapacity and potential claims under the Inheritance (Provision for Family and Dependants) Act 1975, which were resolved through mediation
• Successfully intervening in English Court proceedings to protect our client’s confidential and commercially sensitive documents from being disclosed in public proceedings
• Advising offshore trustees on potential steps to remedy distributions made in error
• Advising US trustees on the enforcement of US court judgments against an individual resident in England and Wales
• Acting for Guernsey trustees successfully contesting the jurisdiction of the English courts regarding claims arising out of the collapse of Kaupthing bank, concerning Isle of Man shares holding UK property worth approximately £20 million
• Advising a Russian individual on his fiduciary obligations on the sale of shares under a trust (the value of the claim was approximately US$60 million)
• Advising a Guernsey trustee concerning its liability for claims by third-party professional advisers in England
• Acting for a commercial landlord successfully defending a proprietary estoppel/constructive trust claim (worth approximately £3 million), which reached the English Court of Appeal
• Acting for an individual financial adviser defendant in a group litigation action in the pensions sector

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Courts / Agencies
Supreme Court of the United Kingdom
Court of Appeal of England & Wales
The High Court and County Courts of England & Wales

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