Hall Of Fame

Next Generation Partners

Firms To Watch: Contentious trusts and probate

Freeths LLP is expanding its Leeds offering with the recruitment of Carla Rist from Irwin Mitchell in mid-2023.

Contentious trusts and probate in Yorkshire And The Humber

Clarion

Clarion‘s sizable team advises on a broad range of complex disputes, including those involving multijurisdictional elements. The group covers will and trust disputes, contentious matters relating to the administration of estates, and Court of Protection issues. ‘Stand-out lawyer’ Lynsey Harrison leads the team, and covers the full spectrum of disputes in the practice area. Harrison is supported by Louise Dodds, 'one of the best probate and trust lawyers around,' who has a particular specialism in disappointed beneficiary claims. The ‘excellent’ Nicholas Choiniere is a key name and brings key international experience due to a history practising in Canada.

Practice head(s):

Lynsey Harrison


Other key lawyers:

Louise Dodds; Nicholas Choiniere; Samantha Richardson


Testimonials

‘Louise Dodds is friendly, knowledgeable and takes pains to let us know what is happening and why. Where I question what is being done and why, she gives a straightforward answer. I feel that we are given the chance to drive the legal actions we take (after suitable advice) rather than being directed towards certain courses.’

‘Lynsey Harrison is a stand-out lawyer in this area. Technically brilliant and bags of emotional intelligence.’

‘Lynsey Harrison leads the team well, she is dynamic and forward-thinking; a good, safe pair of hands.’

‘Lyndsey Harrison is one of the stand-out partners in this field and a go-to for independent administrator work. She is completely unflappable, razor-sharp and respectful even to those who don’t deserve it.’

‘This is a truly excellent local firm with exceptional client service. Because they are not a multinational team, you get the personal touch, which is really important in an area like private client dealing with death and bereavement.’

‘It’s the personal touch. All team members know the case, so you can talk to anyone. Nicholas Choiniere is excellent, and the team has an inspirational leader in Lynsey Harrison.’

‘Clarion has a specialist probate and trust team with great breadth and depth of expertise and experience. Their members are all well regarded within the sector and they deal with cases of great complexity.’

‘Lynsey Harrison heads the team, and she is a figure with national recognition. Louise Dodds is one of the best probate and trust lawyers around. She has an impeccable judgment and great tactical ability. Nicholas Choinere is a rising star who has dealt with high value cases with confidence and ability.’

Irwin Mitchell

Irwin Mitchell‘s team is experienced in the full scope of trusts and probate disputes, and with the firm’s national framework of offices, is equipped to assist in diverse and high value mandates. The group is noted for its strength in farming and family business disputes. Jointly leading the department are Paula Myers, who is the national head of private client services, and James Laycock, who heads the Leeds and Sheffield private wealth disputes team. Laura Pang joined the team in February 2023 from Freeths LLP, and has specialist expertise in post-death disputes. Richard Smaller is a key name for cases involving financial abuse.

Practice head(s):

Paula Myers; James Laycock


Other key lawyers:

Laura Pang; Richard Smaller


Testimonials

‘Paula Myers is extremely knowledgeable and experienced, with a good nose for the best approach when dealing with her case. James Laycock is very calm and knowledgeable – he’s also very good at running a team.’

‘Richard Smaller is the standout associate – he works a caseload that I would normally expect a partner to handle and brings a lot of experience and good sense to bear.’

‘Strong national team dealing with complex cases. Led by the experienced and excellent Paula Myers.’

‘The firm has an extensive contentious trust and probate practice with an experienced team with considerable experience in dealing with complex cases. In my experience, the team integrated well with other departments and specialists in the firm, including banking and corporate lawyers.’

‘James Laycock leads an exceptional team. He has a sharp mind and is able to quickly grasp complex issues, enabling the critical matters to be addressed to achieve the best outcome for the client. James Laycock stands out because of his attention to detail.’

‘The team’s size, extensive experience and caseload means the advice given to clients about the strengths and weaknesses of their cases is first-rate.’

‘James Laycock is superb with clients. His vast experience and the care he takes with clients make him very popular with clients and a formidable opponent.’

‘Laura Pang is great with clients and very knowledgeable.’

Taylor Emmet

Taylor Emmet is highly active in disputes regarding the validity of wills and inheritances, with a rapidly growing practice in contentious trustee matters. The group places emphasis on alternative dispute resolution methods and mediation as a means of resolving contentious issues, and is noted for its ‘client and user-friendly’ approach. Team lead Alex Watkinson, described as ‘a great lawyer and fantastic with clients,’ has key expertise in multi-jurisdictional work. Watkinson is a member of the Association of Contentious Trust and Probate Specialists, and has a record of acting as a replacement Personal Representative and Trustee.

Practice head(s):

Alex Watkinson


Testimonials

‘Small but effective team.’

‘Alex Watkinson is a great lawyer and fantastic with clients.’

‘A small but experienced, client and user-friendly, and knowledgeable team. The team is adept at training good newly qualified associates and also has good support from its current trainee solicitors and paralegals, which gives the impression and service of a larger team as a result.’

‘Alex Watkinson is brilliant. Incredibly easy to work with and instils faith in both client and counsel alike due to his knowledge of private client practice.’

‘Good, genuinely specialist team in Sheffield.’

‘Alex Watkinson is a lovely, down to earth lawyer who knows how to find a deal.’

‘Taylor Emmet’s inheritance, wills and trusts disputes team contains lawyers with a broad range of experience and is well-supported by the firm’s non-contentious private client and property teams, which make Taylor Emmet a one-stop-shop for this type of dispute.’

‘Alex Watkinson is rightly regarded a leading individual in this field. He is knowledgeable, down-to-earth and commercially aware. He is keen to progress matters without causing a fuss, and only pursues sensible arguments and those supported by the evidence.’

Addleshaw Goddard

Addleshaw Goddard draws specialists from across the firm to deliver a comprehensive service for a client base of numerous prominent individuals, families, and trusts. The group is jointly led by Pervinder Kaur and Yorke Eaton, both of whom are highly regarded for their non-contentious private client practice, and disputes expert Gareth Jones. Jane Shaw is a key name within the team, with experience in Inheritance Act and breach of trust claims.

Practice head(s):

Pervinder Kaur; Yorke Eaton; Gareth Jones


Other key lawyers:

Samantha Wragg; Jane Shaw


Testimonials

‘Addleshaw Goddard are simply the best. Professional, effective, very efficient. All of the staff I have interacted with are friendly and approachable, but at the same time, you know you are receiving outstanding advice.’

‘Yorke Eaton is a very rare individual in practice. Outstandingly bright and extremely knowledgeable in his field. Unusually, this is all without ego, and he is a truly decent, honourable chap who always does his very best for his client. Unfailingly polite, but absolutely not a push over.’

‘I think their strengths are that they really do work as a team, and they have a high level of understanding of our individual circumstances. They are approachable, and I feel we are in safe hands.’

‘Yorke Eaton is a pleasure and excellent to work with. He has a high level of understanding of our particular situation and is willing to go the extra mile. This level of understanding is important and not one that I found I had in my relationship with another firm.’

‘Samantha Wragg – a really detail-oriented lawyer who thinks through every possible circumstance and pitfall, and sweats the proverbial blood for her clients.’

‘Excellent from top to bottom. One of my top recommendations for regional teams in this sector.’

‘Gareth Jones is commercially very savvy. Samantha Wragg is highly recommended by me – an absolute delight to work with.’

IDR Law

Boutique inheritance disputes firm IDR Law commits its nationwide team to supporting clients in issues relating to will interpretation claims, estate administration disputes, and Inheritance Act claims, as well as numerous other matters. Team lead and firm founder Martin Holdsworth has a long history in the practice area, and is noted for his ‘exceptional commitment.’ Richard Thomas is a key contact within the team, which saw considerable growth during 2023, with the recruitment of Henry Straw from Buckles Solicitors LLP and Sophie Brackenbury from Knights plc.

Practice head(s):

Martin Holdsworth


Other key lawyers:

Richard Thomas; Cara Hough


Testimonials

‘I’ve found their practice to stand out due to its expertise in contentious probate (it’s their only practice area) and their innovative approaches. They’ve built an incredible online tool – the IDRN, which is a content hub, and it has really useful information and insights available.’

‘They’re always so responsive to our requests, and we feel they go above and beyond to foster a collaborative environment with their partners.’

‘Martin Holdsworth always stands out for his exceptional commitment. Martin’s deep understanding of the private client industry, the connections that he has, his proactive approach to growth and his continuous flow of innovative and industry-disruptive ideas makes him a really valuable partner.’

Wake Smith Solicitors Limited

Wake Smith Solicitors Limited fields a team with experience in disputes over will validity, trustee disagreements, and a range of complex inheritance act claims. Team lead John Breeze, ‘an excellent lawyer,’ is a full member of ACTAPS, and benefits from previous experience in commercial litigation. Breeze joined the firm in 2023 from Bell & Buxton, alongside Rachel Valentine.

Practice head(s):

John Breeze


Other key lawyers:

Rachel Valentine


Testimonials

‘John Breeze is one of the best contentious probate lawyers that I have come across.’

‘John provides clear advice to deal with practical situations, and he also manages his work well to ensure that deadlines are achieved. John has always provided the highest standards of Client care, and he delivers his advice in a friendly manner.’

‘John Breeze is an excellent lawyer, and he is ably supported by the very efficient Rachel Valentine. They are a great team.’

LCF Law

LCF Law‘s areas of expertise include trust disputes, capacity issues, and Inheritance Act claims, as well as a range of other matters. The team has supplementary strength in property disputes, broadening the scope of the group. Ragan Montgomery leads the department and works between Bradford, Harrogate, and Leeds. Montgomery covers a range of disputes arising out of wills, trusts, and inheritance matters, as well as negligence claims. Kelly Gilbert joined the team from Lupton Fawcett in September 2023.

Practice head(s):

Ragan Montgomery


Other key lawyers:

Kelly Gilbert


Testimonials

‘A decent team, long-established, down to earth and sensible to deal with. They do have a loyal client base and loyal team. They have the ability to do this work and hold their own. Collaborative and good profile.’

‘Ragan Montgomery leads a good team. She leads them well and has a very good profile, lovely to deal with, very commercial and pragmatic, which is not the case for all lawyers in this field.’

‘Our solicitor is excellent, very professional, knowledgeable, and reassuring in extremely difficult and sad times. Further, always working efficiently and timely in all responses to and from others.’

Ramsdens Solicitors LLP

Ramsdens Solicitors LLP, based in Huddersfield, supports clients with Inheritance Act matters, will validity disputes, and a range of trust issues. Nick Armitage heads the team. Katie Whitehead covers a range of contentious trust and probate matters. Steven Murgatroyd is a key name, and Liam Brooke joined the practice in June 2024.

Practice head(s):

Nick Armitage


Other key lawyers:

Steven Murgatroyd; Katie Whitehead; Liam Brooke


Testimonials

‘They dealt with my case quickly and effectively and the outcome was to my satisfaction. Highly recommend.’

‘Katie Whitehead dealt with my case, she was thoughtful to my needs and dealt with my case to a very high standard. Really impressed with her.’

‘Always available and very helpful, especially during an extremely difficult time.’

‘Very experienced, knowledgeable, friendly, supportive and helpful. Able to defuse the situation and talk to both parties. Always responded quickly.’

‘Katie Whitehead is an expert in her field and was able to help me clearly understand my legal position and the steps to take. Her advice and support were excellent. She always responded quickly and made me feel that I wasn’t alone. I felt like I had wise legal counsel standing with me. ’

‘Katie Whitehead was very accommodating and understanding of our situation. Though always professional, she added a personal touch which helped to ease some of the tremendous stress we felt imposed upon us.’

‘Ramsdens were very efficient in dealing with my claim. Potential clients will be very happy with the services that they offer.’

‘My appointed solicitor was very helpful and friendly. She explained everything throughout the whole process in layman’s terms, which was very important to me.’

Schofield Sweeney

Schofield Sweeney‘s growing team works within the firm’s wider private wealth offering and provides expertise in a broad range of contentious probate and trust matters. Nazia Nawaz leads the team, having joined the group in September 2023 from Ramsdens Solicitors LLP, where she was head of department. Nawaz, who is based in Huddersfield, covers will, trust, and estate disputes, as well as farming succession issues.

Practice head(s):

Nazia Nawaz


Testimonials

‘The presence of Nazia Nawaz would make any team in which she works that of very top quality.’

‘My experience of Nazia Nawaz is nothing short of excellence in her field of work. She went above and beyond her expertise to support me as her client. Her manner and knowledge is outstanding, and her ability to identify and summarise the importance of specific details and how they relate to a situation is remarkable.’

‘The team are compassionate, knowledgeable and exceptionally gifted. I felt totally supported throughout a difficult time. The team understood the issues were responsive to my individual needs provided sound and empathetic advice.’

‘Nazia Nawaz has unparalleled knowledge and exceptional client skills striking the perfect balance between empathy and professionalism. Her strategic approach was fully explained, providing the comfort and support required throughout the process.’

‘Nazia Nawaz was my solicitor, I found her very efficient in every thing she did for me regarding my case. I felt very confident in her abilities as my solicitor. She has a lovely personality which makes you feel at ease when discussing personal issues.’

‘The team is now headed by Nazia Nawaz who is a highly experienced and well regarded practitioner.’

‘Nazia Nawaz combines experience and legal knowledge with great client handling skills.’

‘The team are very approachable and keep you up to date with all aspects of the work that they are carrying out on your behalf.’

Andrew Jackson Solicitors LLP

Andrew Jackson Solicitors LLP is particularly active in probate disputes, with experience acting on behalf of executors, trustees, beneficiaries, and family members excluded from wills. Hugh Smith leads the team from Hull and has experience in high value Inheritance Act claims. Nicola White is highly experienced in the practice area, and is described as ‘conscientious, diligent, compassionate and capable.’

Practice head(s):

Hugh Smith


Testimonials

The team has been very consistent in communicating.’

‘Nothing is ever too much, the team has been very caring and supportive during an awfully sensitive matter. They have taken some of my stresses away for me.’

‘Very personal service and help and advice given professionally.’

‘Nicola White has been incredible, and I’m so thankful and greatly appreciative of her help, guidance and support.’

‘Nicola White, with whom I deal and her assistant, are diligent in responding and returning phone calls. In particular, Nicola explains in simple terms what and where I am up to with a long-running case. I feel she has taken the time to fully acquaint herself with the intricacies and nuances.’

‘Nicola White has proven to be conscientious, diligent, compassionate and capable. I feel valued as a client.’

Bell & Buxton

Bell & Buxton fields a ‘knowledgeable, insightful, personable’ team with a long history in the area. The group is jointly led from Sheffield by Dax Keeling, who heads the broader disputes group, and Robert Johnson. Johnson is experienced in contentious matters relating to wills and trusts, in addition to Court of Protection disputes.

Practice head(s):

Robert Johnson; Dax Keeling


Testimonials

‘Knowledgeable, insightful, personable.’

‘Robert Johnson is thorough, knowledgeable and extremely hard working for his clients, with good commercial sense.’

‘Robert Johnson done everything that was promised, for which I am truly grateful.’

Work highlights


  • Acted for a claimant wife in a high value Inheritance Act claim for insufficient provision in her husband’s will.
  • Acted for a client who discovered her mother’s will around 8 years after her death.
  • Acted for a disinherited only child minor beneficiary, following a deathbed will that was prepared by her mother.

Harrowells Solicitors

Harrowells Solicitors handles Inheritance Act claims, claims of undue influence, and matters relating to defectively executed wills, among other mandates. Simon Black, based in York, leads the team. Black additionally heads the broader litigation and dispute resolution department within the firm.

Practice head(s):

Simon Black


Testimonials

‘Efficient, friendly, and attention to detail.’

‘Simon Black – I found him to be an exceptional lawyer who was thoroughly on top of his file and prepared to go the extra mile for his clients. He was also a hugely persuasive force at mediation and precisely the kind of lawyer you would want in your corner.’

McCormicks

McCormicks assists executors, trustees, and potential beneficiaries on a broad range of contentious matters. In addition to private wealth disputes, the group provides support in Inheritance Act claims. Elaine Lightfoot leads the team from Harrogate. David Birks and Stephen Hopwood are key names within the department.

Practice head(s):

Elaine Lightfoot


Other key lawyers:

David Birks; Stephen Hopwood