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Trusts, Tax, Probate & Estates

Tom has a broad range of experience of private client disputes, which span the range from very modest domestic trusts and estates to offshore structures worth hundreds of millions of dollars. Tom acts for clients including professional and lay trustees and executors, beneficiaries and parties appointed to represent minor and unborn beneficiaries. 

As a complement to his property practice, Tom also frequently advises and appears on disputes concerning trusts of property.

Ongoing or recent illustrative cases include:

  • Advising a beneficiary of a substantial Guernsey trust in connection with a contested application by the trustee for the ‘blessing’ of a proposal to separate the interests of various beneficiaries into new trusts (with Jonathan Hilliard QC).
  • Advising the professional trustee of a Jersey trust in parallel administrative and hostile proceedings concerning a proprietary claim to the entirety of the trust fund by a non-beneficiary (with Robert Ham QC).
  • Assisting the Jersey Advocate appointed to act for minor and unborn beneficiaries in complex proceedings concerning the validity or rationality of the trustee’s proposals to divide the fund in the face of competing claims to particular shares in the fund by some adult beneficiaries.  
  • Advising as to the equitable ownership of property in Grenada in the context of a probate dispute. 
  • Assisting the Guernsey Advocate appointed to act for minor and unborn beneficiaries in proceedings before the Guernsey Court of Appeal concerning the construction of a clause in the trust deed requiring the partition of the fund in the event of the death of a beneficiary.