I am a senior associate in the commercial litigation team, specialising in contentious trust and probate matters. I have over 12 years of experience in this area of work and have advised upon claims concerning the validity and effect of wills, claims under the Inheritance (Provision for Family & Dependants) Act 1975, disputes involving executors and trustees (including applications for their removal), disputes between property co-owners and professional negligence claims against professional deputies and attorneys. I also regularly advise clients in respect of proprietary estoppel claims (particularly in the context of family farms) and have a special interest in this area.
I regularly act for private individuals as well as charities.
Whilst I can be robust in my approach, where appropriate, I am also committed to resolving disputes in a sensitive manner, as I am mindful that they can be difficult to manage emotionally as well as financially.
Notable Work Highlights
- Advising a mother in connection with defending a claim under the Inheritance (Provision for Family & Dependants) Act 1975 against her late daughter’s estate by a lodger who claimed to have been in a husband/wife type relationship with the deceased. A confidential settlement was reached at mediation.
- Representing a son in a successful proprietary estoppel claim where the son had worked on his father’s farm for very low wages for much of his adult life in reliance of a promise made to him by his father that the farm would be left to him upon his father’s death. When the father died and his will failed to ensure that the promise was fulfilled, the son was forced to make a proprietary estoppel claim which succeeded in the High Court and was upheld by the Court of Appeal.
- Representing a daughter in connection with a challenge against the validity of her late mother’s will on the grounds of lack of testamentary capacity and lack of knowledge and approval. Compelling evidence was gathered, including expert reports from experts in the field of Old Age Psychiatry which cast significant doubt upon the deceased’s testamentary capacity and led to the party seeking to propound the will conceding (shortly before trial) that the will was indeed invalid.
- Successfully applying for the removal and substitution of executors that were unable to properly administer an estate.
I am a member of the Association of Contentious Trust and Probate Specialists (ACTAPS).
‘Amy advised and assisted us when a claim was made against my late husband’s estate. She was quietly competent, discreet and sympathetic at a difficult time for our family.’ Mrs G