Chambers UK 2020

Silks

Alan Boyle QC: "Fantastically focused and committed, he strikes a perfect balance between being sympathetic with clients and utterly combative when fighting for them in court." "His clear and authoritative advocacy is impressive."                 

Frank Hinks QC: "He's very responsive and we got a great result because of Frank's advocacy skills. He's very hard-working and very engaged."

Elizabeth Jones QC: "She is a hardcore trusts person and she's excellent." "She's a famously tenacious opponent and very strong on her trust knowledge."

Richard Wilson QC: "He's a delight to work with. He's obviously very bright, knows the law and can apply it. He's an able advocate." "He is a brilliant advocate and he gets to the point easily and quickly. He turns work around very quickly."

Dakis Hagen QC: "He's a very pleasant and articulate man. He is a clear and sensible advocate and he's the sort of silk you know will be very client-friendly."

Juniors

William Henderson: "He's absolutely first rate, with really super technical expertise. He has an excellent bedside manner in terms of breaking down complex issues for the client and being a reassuring and knowledgeable member of the team."

Giles Richardson: "He's really cornered the market as a senior junior. If I have a knotty issue with an international element and want a tough, bright junior, he's at the top of my list."

James Brightwell: "He's obviously technically very sharp, very down to earth and he doesn't waffle around. He's a genuinely nice person." "He has a very well thought through approach and particular expertise in Channel Islands matters."

Legal 500 2020

Silks

Alan Boyle QC: "A master tactician with highly polished client skills and a tenacity to get the right outcome."

Frank Hinks QC: "A highly experienced and very effective silk in the offshore trusts field."

Elizabeth Jones QC: "She takes no prisoners and it is comforting having her on your team in complex and tense matters."

Philip Jones QC: "His written work is first class; he is also calm and unflappable in court."

Dominic Dowley QC: "A hardworking silk of note."

Philip Jones QC: "He is experienced in offshore trusts."

John Machell QC: "Super user-friendly, commercial, practical and really knows his stuff"

David Blayney QC: "A very smart silk."

Jonathan Adkin QC: "His advice and advocacy are spot-on."

Richard Wilson QC: "An able and nimble advocate with excellent judgement."

Prof Jonathan Harris QC (Hon.): "Deep knowledge of the law; commercial, pragmatic advice; fantastic to deal with – the full package."

Constance McDonnell QC: "Is one of the most intelligent barristers at the Chancery Bar and identifies key points of law and factual issues which would be missed by other counsel."

Juniors

Andrew Francis: "A well-regarded junior practitioner."

William Henderson: "Is a calming presence who is great with clients and focused on achieving the best outcome for them."

Giles Richardson: "A silk in all but name, a complete workhorse with phenomenal ability to pick up a huge and complex case and master it overnight."

James Brightwell: "A go-to barrister for highly technical and tricky trust matters – he is a calm and reassuring presence."

Jonathan Fowles: "Has the ability to distil very complex concepts and make them accessible and understood by a lay client."

James Weale: "Is confident, robust and has formidable advocacy skills – he is all over the detail but never forgets the big picture."

Ivanishvili v Credit Suisse Trust [2020] SGCA 62:

The Singapore Court of Appeal has dismissed Credit Suisse Trust’s jurisdiction challenge in breach of trust proceedings brought by the beneficiaries of a Singapore Trust, bringing an end to a long-running jurisdiction battle. The Court allowed the Claimants’ appeal on the grounds that Singapore was the most appropriate forum to determine the breach of trust claims against the trustee, and laid down important guidance as to the effect of forum for administration clauses in trust deeds. The Court of Appeal held that the forum for administration clause in the trust deed functioned as a jurisdiction clause, but that it did not govern all proceedings: it designated the jurisdiction that had supervisory jurisdiction over the trust, rather than dictating the venue for the resolution of contentious disputes. Jonathan Adkin QC and Sophie Holcombe act for the Claimants, instructed by Signature Litigation LLP, together with Drew & Napier (Singapore). The full Judgment can be found here.

Phoenix v Phoenix [2020] EWHC 1409 (Ch):

Jonathan Fowles acted for the successful claimant in a claim to enforce a testamentary option. The case involved arguments about the construction of a will and whether in the circumstances all executors needed to be individually served with the relevant option notice. The case is also notable for its approach to an award of statutory interest.

The Deputy Master commented in his judgment that: “The skeleton arguments of both counsel were especially clear and helpful, and oral submissions focused and succinct.”

Please click here to view the judgment. 

AF v SF [2019] EWHC 1224 (Fam):

In AF v SF [2019] EWHC 1224 (Fam) Dakis Hagen QC and James Weale acted for a respondent husband who lacked capacity in relation to a substantial financial remedy claim against a suite of ancient and dynastic trusts. 

Re Scherbakov:

Dakis Hagen QC and Emma Hargreaves continue to act for the adult children of a late Russian businessman in Re Scherbakov, a cross border dispute concerning the succession to his very substantial worldwide estate. Giles Richardson acts for the deceased's former wife and Richard Wilson QC acts for the interim administrators. 

HSBC International Trustee Limited v Tan Poh Lee FSD 175 of 2019 (IKJ):

Dakis Hagen QC and Emma Hargreaves advised the trustee in HSBC International Trustee Limited v Tan Poh Lee FSD 175 of 2019 (IKJ), a decision of the Cayman Court on the limits of the Cayman Islands' firewall legislation.

Hartogs v Rothschild AG [2019] EWHC 1915:

Richard Wilson QC and James Weale (acting for the Claimant and Defendant respectively) successfully set aside two multi-million-dollar trust on the ground of equitable mistake in Hartogs v Rothschild Trust AG [2019] EWHC 1915.

Re L&M Trust:

Timothy Collingwood continues to act for the Claimants in Re L&M Trust, in proceedings in the BVI seeking to set aside a trust. He appeared at the hearing of an application to obtain unredacted copies of documents held by a receiver appointed over the trust assets.

T Trusts:

In the T Trusts, Kathryn Purkis continues to advise new trustees in relation to trusteeship transfer issues arising in a network of family trusts, including in relation to an allegedly forged deed of indemnity.

Sofer v SwissIndependent Trustees [2019] EWHC 2071:

Richard Wilson QC and James Weale had a $20 million claim in fraud struck out in Sofer v SwissIndependent Trustees [2019] EWHC 2071. The Court gave important guidance on the nature nature and scope of trustee exemption clauses and the requirements of pleading fraud against a professional trustee. 

ITG Ltd and Bayeux Ltd v Geneva Trust SA [2019] GRC 064:

James Brightwell acted for the Plaintiffs and Timothy Collingwood acted for the new trustees in the latest Tchenguiz instalment, ITG Ltd and Bayeux Ltd v Geneva Trust SA [2019] GRC 064, where the Guernsey Royal Court followed the decision in Re Z Trusts on the priority of trustee creditor claims and held that the assignment of a claim to the present trustees had resulted in the discharge of the debt.

In the Matter of Z [2019] EWCOP 55:

Emma Hargreaves appeared in In the Matter of Z [2019] EWCOP 55, a Court of Protection decision concerning the application of the principles of open justice and the approach to requests for disclosure to a non-party of documents from proceedings conducted in private.

Barker v Confiance [2019] EWHC 1401 (Ch):

Constance McDonnell QC appeared before Morgan J in Barker v Confiance [2019] EWHC 1401 (Ch) in which the Judge exercised his discretion so as to make a costs order against a litigation friend, and clarified the applicable law.

PTNZ v AS:

Richard Wilson QC and Zahler Bryan acted for the trustee in PTNZ v AS a Public Trrustee v Cooper application concerning the restructuring if an English trust, and John Machell QC and Zahler Bryan acted for the trustee in the same case seeking an injunction regarding the validity of the appointment of a protector. 

Re B:

John Machell QC and Dakis Hagen QC appeared before the Chief Justice of the Cayman Islands in Re B, a Public Trustee v Cooper application approving the restructuring of a $1bn trust. Emma Hargreaves was junior counsel to the Protection Committee.

Wong v Grand View Private Trust Company Ltd:

Dakis Hagen QC and Emma Hargreaves act for the Plaintiffs, and Jonathan Adkin QC and Adil Mohamedbhai act for the Defendant trustee in Wong v Grand View Private Trust Company Ltd, a claim to recover substantial trust property transferred to a trustee of a purpose trust. The Plaintiffs successfully obtained summary judgment on the ground that powers of addition and exclusion cannot be exercised in a manner which alters or destroys the substratum of the trust ([2019] SC (Bda) 37 Com (5 June 2019)), but the judgment of the Bermuda Court of Appeal on that issue is awaited. Richard Wilson QC and James Weale act for an intervenor in the appeal.

Appleby Trust (Mauritius) Limited v Crociani [2018] JCA 136A:

Dakis Hagen QC was instructed for Appleby in Appleby Trust (Mauritius) Limited v Crociani [2018] JCA 136A, the substantive appeal in the long-running and high value Crociani litigation in Jersey. The appeal was allowed to the extent that the equitable compensation to be paid by the main appellants was substantially reduced. The judgment addressed circumstances in which a court will decline equitable compensation as a matter of discretion, even when a breach of trust is established. Stephanie Thompson has since been instructed with Dakis for Appleby in the ongoing litigation and Giles Richardson has advsed another party in related matters. 

A v A; A v Line Trust Corporation Corporation & Ors (2017/CACIV/01):

Richard Wilson QC, Prof Jonathan Harris QC (Hon.) and James Weale appeared in the Gibraltar Supreme Court and Court of Appeal for various parties in Line Trust Corporation v W & Ors, in which a trustee applied for declarations as to the validity of deeds excluding beneficiaries from benefit under a trust. The former beneficiary sought to challenge the validity of the deeds of exclusion in English matrimonial proceedings and asserted that the Gibraltar Court did not have jurisdiction to hear the trustee's application. 

Please click here to view the judgment. 

Habberfield v Habberfield [2019] EWCA Civ 890:

Judgment was handed down on Thursday 23rd May 2019 after the judge ruled in favour of the Respondent, Lucy Habberfield, in an inheritance dispute. The court heard that Lucy Habberfield had been promised that the family dairy farm would be bequeathed to her by her late father. However, following a fight with her sister, Sarah, Lucy left the family home and subsequently brought a legal claim for the farm she was promised. 

Lord Justice Lewison, who sat with Lord Justice Moylan and Lady Justice Rose dismissed the appeal and acknowledged that Jane Habberfield (Appellant) will need to pay her daughter £1.1million to compensate for her devotion to the family holding.  Richard Wilson QC acted for the Appellant (instructed by Wilsons Solicitors).

Dawson-Damer v. Taylor Wessing [2020] EWCA Civ 352:

Richard Wilson QC continues to act for Ashley Dawson-Damer in trust litigation in three jurisdictions. In England, he appeared in Dawson-Damer v Taylor Wessing [2020] EWCA Civ 352 & [2019] EWHC 1258 (Ch) the leading case on obtaining trust documents by way of subject access requests under data protection legislation. In Dawson-Damer v Lyndhurst [2019] SC (Bda) 8 Richard obtained an injunction from the Bermudian Court preserving trust funds pending the determination of the Bahamian break of trust proceedings. 

Please click here to view the recent judgment.

Bidzina Ivanishvili v Credit Suisse & Ors:

Jonathan Adkin QC and Sophie Holcombe act on behalf of the former Prime Minister of Georgia and his family as beneficiaries of a Singapore Trust in Bidzina Invanishvili v Credit Suisse Trust. Claims have been commenced against Credit Suisse entities for losses arising from the mismanagement of an investment portfolio said to be worth over USD 1 billion.

Cowan v Foreman [2019] EWHC 349:

Richard Wilson QC appeared in one of the most high-profile claims under the Inheritance Act: Cowan v Foreman [2019] EWHC 349, which involved permission to bring a claim out of time.

Please click here to view the judgment. 

Bhusate v Patel [2019] EWHC 470 (Ch):

Richard Wilson QC appeared in one of the most high-profile claims under the Inheritance Act: Bhusate v Patel [2019] EWHC 470 (Ch), which involved permission to bring a claim out of time.

Please click here to view the judgment.

Lehtimaki v Children’s Investment Fund Foundation [2018] EWCA Civ 1605.:

Will Henderson acted for the independant trustees in the potentially game-changing case of Lehtimaki v Children’s Investment Fund Foundation [2018] EWCA Civ 1605. The Court of Appeal held that, at least where they were few in number, members of charitable companies owed fiduciary duties to the charity and could not vote in their decisions unless they had acted or were threatening to act improperly. At the time of writing there is an outstanding application for permission to appeal to the Supreme Court.

Please click here to view the judgment.

Illot v The Blue Cross [2017] UKSC 17:

Khan v Gany Holdings [2018] UKPC 21:

Alan Boyle QC, Richard Wilson QC, and Zahler Bryan appeared for the successful respondents in this case involving allegations that a trustee had wrongfully failed to account for trust assets worth $100m and that an appointment by trustees should be set aside.

Please click here to view the judgment.

Ubbi v Ubbi [2018] W.T.L.R 1039:

James Weale acted for the defendant in Ubbi v Ubbi [2018] W.T.L.R 1039 an Inheritance Act Claim which was the subject of a week-long trial in the High Court. The judgment is the first decision in recent years to have considered the principles applicable to claim brought by minor children of the deceased. 

Please click here to view the judgment. 

Gupta v Gupta [2018] EWHC 1353 (Ch):

Constance McDonnell QC appeared in May 2018 against James Weale in Gupta v Gupta [2018] EWHC 1353 (Ch) a contentious probate dispute in which her client propounded a will made by his Indian mother. The deputy Judge considered detailed evidence and arguments about the testatrix's ability to read and understand English, and concluded that the will was vaild. 

Please click here to view the judgment. 

Investec Trust (Guernsey) Ltd v Glenalla Properties Ltd [2018] UKPC 7:

Kathryn Purkis  and James Brightwell obtained judgment in and undertook the costs arguments in respect of the Privy Council decision of Investec Trust (Guernsey) Ltd v Glanalla Properties Ltd [2018] UKPC 7. This case confirmed (amongst other things) that the private international law status of trustees (at least of Channel Island trusts), and that notwithstanding the Jersey legislation, a creditor must nonetheless access trust funds by being subrogated to the trustee's indemnity from the fund. 

Please click here to view the judgment. 

Hagen v Hagen:

In July 2017 the widely reported financial remedy proceedings in the Hagen v Hagen divorce reached the High Court. The case (which settled mid-trial and remains subject to reporting restrictions) involved the family behind Viking River Cruises. Dakis Hagen QC and Charlotte Beynon acted for the husband, Alan Boyle QC and Nicholas Harrison represented the adult daughter, and Emma Hargreaves appeared for another interested party. Jonathan Adkin QC and Adil Mohamedbhai had appeared for a corporate party at an earlier stage of the litigation.

A v D [2017] EWCOP 8:

Will Henderson appeared in A v D [2017] EWCOP 8 which addressed the relationship between the compromise in the Chancery Division and the Court of Protection's jurisdiction to order the making of a statutory will giving effect to that compromise. 

Please click here for the judgment. 

Moreno de la Hilja v Lee [2017] EWHC 634 (Ch):

In Moreno de la Hilja v Lee [2017] EWHC 634 (Ch) Jonathan Fowles, led by Jessica Simor QC of Matrix Chambers, acted for the widow and estate of the famous late actor, Sir Christopher Lee, in successfully resisting the lifting of a stay of the enforcement of a European Enforcement Order in respect of a judgment being challenged in the Spanish courts.

Please click here to view the judgment.

Henchley v Thompson [2017] EWHC 225 (Ch):

Richard Wilson QC and James Weale appeared in the High Court for the successful claimants in Henchley v Thompson, which raised interesting questions about whether a trustee owed an absolute duty to provide accounts and the form that a trustee's account should take.

Please click here to view the judgment

RBC Trustees (CI) Limited v Stubbs [2017] EWHC 180 (Ch)::

Constance McDonnell QC acted for the settlor of a trust in RBC Trustees (CI) Ltd v Stubbs [2017] EWHC 180 (Ch): and presented opposing arguments in an otherwise consensual application by trustees for rectification or rescission of a deed of revocation and new appointment. Richard Wilson QC acted for the claimant. 

Please click here to view the judgment. 

AAZ v BBZ [2016] EWHC 3361 (Fam):

Dakis Hagen QC was among the counsel appearing for the applicant wife in AAZ V BBZ [2016] EWCH (Fam) where Haddon-Cave J had granted the applicant the largest reported financial award on a divorce in English history (£453m). The case involved (among other things) a Bermuda trust and a network of Manx and Panamanian companies.

Please click here to view the judgment. 

AF v MF & Ors [2016] EWFC 65:

Emma Hargreaves acted for the Husband and Jonathan McDonagh acted for the Husband's father in financial remedy proceedings giving rise to issues including the extent to which a Liechtenstein foundation worth over £60m established by the Husband's father was a "resource" available to the Husband and whether the court had jurisdiction to transfer outright to the Wife certain assets owned by the foundation by way of variation of a "nuptial settlement". An anonymized judgment will be published shortly. 

Please click here to view the judgment. 

Grupa Ozarow v Clean Energy Trading CL:

Professor Jonathan Harris QC (Hon.) and Sophie Holcombe acted for the defendant company trading in Carbon Credits in successfully discharging an ex parte injunction obtained in support of Polish proceedings on the basis, inter alia, that the relevant EU jurisdiction rules were arguably infringed.

Please click here for the judgment.

Barker v Baxendale Walker [2018] 1 WLR 1905:

The appeal in Barker v Baxendale Walker, a professional negligence action concerning a fiscally ineffective employee benefit trust was heard by the Court of Appeal in October. The judgment is likely to provide clarity on the meaning of section 28(4) of the Inheritance Tax Act 1984. Dakis Hagen QC was among the counsel who appeared for the appellant and was assisted by Oliver Jones and Eleni Dinenis. 

Please click here for the judgment.