Tom acts for a broad range of clients including high net-worth individuals, executors, trustees and other fiduciaries (individual and corporate) involved in the administration of family assets.
Tom advises clients on a range of contested and uncontested court applications in England and in offshore jurisdictions. He regularly works alongside colleagues in the firm’s private client team to deal with contentious trust, estate and probate matters. Tom also has a growing practice in professional negligence disputes arising from unsuccessful tax planning and associated court applications to remedy the defective arrangements.
Prior to joining the team, Tom spent six months on secondment to the firm’s Geneva office.
- Advising the executor and beneficiaries of a multi-jurisdictional, multi-million pound estate in relation to a dispute over the devolution of estate assets in Malaysia, Hong Kong and the British Virgin Islands.
- Alan Shearer v Kevin Neal Associates Limited and others (2017), acting for the claimant in relation to the enforcement of claims against his financial adviser in relation to £9 million investment losses.
- Acting for an individual seeking to have her appointment as trustee of a trust involved in complex tax planning arrangements set aside on the grounds of mistake and undue influence.
- Advising the settlor of a trust in relation to an application in Guernsey to rectify defective tax planning which resulted in an unintended tax liability of £26m.