Case Studies

Working with a major UK financial planning & investment management company

Principally relating to alleged negligence/FSMA claims arising from various investments, with complex international elements.

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CFD currency trade dispute involving an international bank

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Different attorneys appointed under business LPA

Preparing and registering separate Lasting Powers of Attorney for business, appointing client’s brothers who are involved with the business, rather than his daughters who he has appointed in relation to personal affairs.

Advising attorneys in relation to gifts

Acting under a financial decisions Lasting Power of Attorney on their authority to make gifts on behalf of the donor.

Private Client

Advising a client embarking on extended travels

Preparing general power of attorney for immediate use and Lasting Powers of Attorney as a longer-term solution.

Private Client

Sibling business interests

Advising three brothers in respect of their own personal wealth, estate planning, Wills and Lasting Powers of Attorney and advising them jointly as the shareholders of various companies.

Private Client

Advice on trusts within Wills

Advising clients on options to include trusts within Wills, to address concerns regarding survivor remarrying. Including complex provisions should they die together in an accident.

Private Client

Change in circumstances prompts Will review

Advising on and preparing a new Will and pilot discretionary settlement for a newly divorced client. She wished to appoint guardians for her infant daughter and to structure her estate to benefit her daughter in a controlled manner.

Private Client

Balancing the needs of beneficiaries

Advising trustees of a nil rate legacy trust and flexible life interest trust created by the deceased’s Will. Considering competing interests of surviving spouse and children.

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An injunction for a technology company

We secured an injunction for a technology company in relation to confidential information stolen and used by a former director and shareholder.

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Private Client

Advice on assigning beneficiaries’ interests

Reviewing a complex set of trust deeds and providing advice regarding reducing or assigning the interests of the current beneficiaries.

Landed Estate

Advice regarding Appointments from trust

Advice in relation to a landed estate regarding a Deed of Appointment and its impact for future generations.

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