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Ward Hadaway

Work 0191 204 4000
Fax 0191 204 4001
Leeds, Manchester, Newcastle upon Tyne

Gaynor Jackson

Work +44 (0)191 204 4502
Ward Hadaway

Work Department

Private Client




Gaynor advises high net worth individuals in relation to Wills, Capital Tax Planning, Trusts and Estate matters.

In addition, she advises charities in relation to trust and estate issues of both a contentious and non-contentious nature. Gaynor is a recognised expert in advising the third sector on trust and estate issues which are often challenging and require sensitivity and a measured approach.

Gaynor is a regular contributor of articles on trust and estate matters and is a regular speaker on trust and estate topics through the Institute of Legacy Management’s training program and an occasional contributor in radio interviews on behalf of the charity sector.

Gaynor has considerable experience gained by over 20 years advising on matters affecting individuals and charities including:
Advising trustees in relation to family trusts on the taxation implications of winding down and distributing assets and their various alternative options regarding the future of the trust to meet that family’s particular future needs;
Advising clients on the various options and merits of estate planning through gifting to preserve wealth and protect assets for the next generation;
Advising charities on legacy management and website content for legacy fundraising;
Advising several charities in relation to an attempted claim for provision in suspicious circumstances;
Advising several charities in relation to an attempt to disinherit them with a Will made in suspicious circumstances shortly before the testator’s death.

North: Private client

Charities and not-for-profit

Within: Charities and not-for-profit

Ward Hadaway acts for an extensive roster of registered and exempt charities as well as social enterprises including Alnwick Garden Trust, County Durham Community Foundation, Newcastle Rugby Foundation and the Land Trust. Much of the team’s work pertains to governance, trading, fundraising and restructuring issues, while various other matters are dealt with in co-operation with the relevant department. In recent work, IP team head Alex Shiel advised Changing Lives on various charity and governance matters alongside employment and property issues, and assisted Newcastle University with charity law, commercial and IP issues. Vindolanda Trust retained the team to advise on a grant of approximately £1.3m from the Heritage Lottery Fund to expand the client’s existing museum at the ancient Roman fort. The practice is jointly led by Colin Hewitt and Fiona Wharton and also includes consultant Gaynor Jackson.

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Contentious trusts and probate

Within: Contentious trusts and probate

At Ward Hadaway, commercial litigator Martin Woodford is well versed in acting for trustees and beneficiaries in claims relating to fund investments and claims against third party advisors, as well as handling contentious breach of trust matters pertaining to trust funds. Julie Huntingdon handles a wide range of contentious trusts and probate matters such as claims involving capacity challenges to wills and claims under the Inheritance (Provision for Family and Dependants) Act 1975. She frequently acts for charities as does Gaynor Jackson, who handles a wide range of contentious and non-contentious trust and estate issues. Associate Joe Kelley ‘offers an extremely good service’; he focuses on breach of trust cases and challenges to wills based on testamentary capacity issues.

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Personal tax, trusts and probate

Within: Personal tax, trusts and probate

At Ward Hadaway, team head Andrew Facer is well versed in guiding high-net-worth individuals, most notably entrepreneurial and landed clients, through a wide range of succession planning issues including trusts and wills, and has particular expertise in advising on succession structures involving companies, partnerships, foreign property, pension funds and land ownership. He also handles employee benefit trusts matters and works closely with consultant Gaynor Jackson, whose expertise includes assisting national and international charities with contentious and non-contentious trust and estate issues.

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