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At Roythornes, we understand how emotionally and financially challenging private wealth disputes can be. Whether you’re contesting a Will, facing property co-ownership disputes, or dealing with trust issues, our private wealth solicitors in Birmingham are here to guide you with empathy, expertise, and a focus on achieving practical solutions.
Rest assured that our private wealth disputes solicitors have vast experience assisting our clients with this area of the law, delivering the outcomes our clients deserve across matters including claims for Wills, property disputes, Inheritance Act claims, trusts, professional negligence and more.
We appreciate how difficult the passing of a loved one can be, regardless of any private wealth disputes you may also have to deal with. At Roythornes, we prioritise mediation and negotiation to resolve disputes efficiently. These methods save you time and costs and minimise conflict, helping preserve valuable relationships during challenging times.
Take the first step towards resolving your private wealth dispute with confidence. For compassionate, tailored advice that protects your interests, please contact our Birmingham office today.
Our private wealth disputes solicitors in Birmingham can assist with matters including:
- Challenging lifetime gifts
- Challenging or contesting a Will
- Co-ownership of property disputes
- Court of Protection disputes
- Estate Administration disputes
- Inheritance Act claims
- Lifetime promise disputes
- Professional negligence claims against the administration of estates
- Trust disputes
Our private wealth disputes solicitors’ services
Challenging lifetime gifts
It is common for someone to make a gift from their estate during their lifetime for many reasons, including reducing inheritance tax on an estate or providing the recipient with some much-needed financial relief.
Nevertheless, there are often cases in which a lifetime gift can be challenged, including where:
- The donor lacked the mental capacity to authorise the gift appropriately
- The gift was the result of fraud
- Someone coerced the donor into disingenuously making the gift
- Someone with power of attorney made the gift on behalf of the donor without the approval of the Court of Protection
If you suspect that a loved one’s wishes regarding lifetime gifts were not honoured, our dedicated team will work with you to investigate the matter thoroughly, ensuring their intentions are respected, and your rights are safeguarded.
Challenging or contesting a Will
Often, you may feel misrepresented in a Will or feel that the contents of a Will are not truly reflective of the wishes of the deceased, which can cause tensions and stress in an already difficult period.
You may be able to contest a Will if there are grounds such as lack of mental capacity, undue influence, or failure to meet legal formalities under the Wills Act 1837. The Wills Act requires a Will to be signed by the testator and witnessed by two independent individuals. If these formalities are not met, the Will may be deemed invalid.
Our solicitors are experts in the validity of Wills and will use their comprehensive legal knowledge to form the most robust argument that will give you the strongest chance of a successful claim, protecting your interests and the legacy of your loved one.
To learn more about challenging or contesting a Will, please get in touch with our private wealth solicitors at Roythornes.
Co-ownership of property disputes
Co-ownership disputes can arise over property sales, maintenance responsibilities, or disagreements about ownership shares. Disputes may also occur when someone believes they are entitled to a share of a property, which is especially common when someone who has passed away gifts their property as part of a Will.
If you are in a co-ownership dispute, our private wealth solicitors in Birmingham can provide practical and efficient advice regarding the best course of action. Should we determine that you have a high chance of success, we will fight your case staunchly to ensure the best outcome, looking out for your interests throughout the process.
To discuss private wealth disputes in Birmingham, including property matters, please contact our dedicated team.
Court of Protection disputes
If you feel that a deputy appointed by the Court of Protection is failing to act in the best interests of your family member or loved one, this can be incredibly complex to contend with given the potential conflicts of interest within families.
Roythornes’ Court of Protection disputes solicitors can help with issues such as:
- Who should make decisions on behalf of a person
- What type of decisions should be made on their behalf
- Challenges to deputyship applications
- Whether or not someone is capable of managing their own affairs
We appreciate how stressful Court of Protection disputes can be and promise an empathetic, accessible service to resolve your issue smoothly.
Estate administration disputes
If you feel that an estate has not been administered in accordance with the wishes of the deceased, we appreciate how challenging this can be. At Roythornes, we can provide the practical advice needed to resolve these matters promptly, preserving relationships where possible.
We can help you apply to court to challenge the direction of estate administration or provide excellent alternative dispute resolution, such as mediation or roundtable negotiation, to resolve conflict without court proceedings.
Inheritance Act claims
Being left out of a Will or receiving less than you feel you’re entitled to can leave you feeling forgotten and put you in a precarious financial position.
Our lawyers can help you make an Inheritance Act claim if you feel that you are in this position or help you defend against an Inheritance Act claim if you feel that your inheritance is being unlawfully threatened.
Lifetime promise disputes
If someone makes a promise to you regarding the administration of their estate but passes prior to drafting a Will, this can mean that you miss out significantly if you are not included in the Will.
Rest assured that our expert lifetime promise solicitors have comprehensive experience with these situations and boast an excellent track record of helping our clients reach the outcome that they deserve.
Professional negligence claims against the administration of estates
If a professional advisor’s negligence has caused you financial loss during the administration of an estate, we can help you claim compensation. From incorrect advice to delays or drafting errors, our experienced solicitors will handle your case with diligence and care.
It is important to note that, under the Limitation Act 1980, there is a six-year time limit for professional negligence claims. Our team will gather all the required information promptly, assembling a robust case that protects your interests within the required time.
Our experienced professional negligence solicitors appreciate the breach of trust that a professional negligence claim represents and can promise the highest quality of service and attentiveness to ensure you have the greatest chance of success. We offer no-win, no-fee services in professional negligence claims as part of our commitment to safeguarding your finances further.
Trust disputes
Trustees are legally bound by the duties outlined in the Trustee Act 2000, which require them to act in the best interests of beneficiaries, exercise reasonable care and skill in managing trust assets, and adhere to the terms of the trust. Failing to fulfil these duties can lead to significant financial and legal repercussions.
If you believe a trustee has acted negligently, breached their duties, or failed to comply with the trust’s terms, our experienced solicitors can assist you. We will investigate the trustee's actions, assess their compliance with the law, and pursue a resolution that safeguards the trust and your interests as a beneficiary.
Roythornes’ trust disputes solicitors in Birmingham have experience dealing with even the most complex disputes and have vast experience achieving the best results for our clients, using the finest details of your case to construct a claim.
Our private wealth disputes solicitors’ fees
We believe that exceptional legal support should be accessible and transparent. At Roythornes, we offer fixed fees for many services and provide clear cost estimates for more complex cases. Our private wealth disputes lawyers work with you to find the best funding arrangement for your needs.
If you have any queries about costs or are interested in any alternative funding arrangements, don’t hesitate to get in touch with our solicitors in Birmingham. We believe that quality legal services should be universally accessible and we are happy to help.
Why choose our private wealth solicitors in Birmingham?
With decades of experience handling complex private wealth disputes, Roythornes combines legal expertise with a compassionate, client-focused approach. Whether resolving disputes through mediation or representing you in court, our team is committed to achieving the best possible outcome for you.
We are proud to have been ranked in tier one of the renowned Legal 500 directory for personal tax, trusts and probate, a testament to our high-quality service that reflects the care we deliver to all of our clients.
Whilst wealth disputes are likely to appear complex and often highly stressful, you can rest assured that our wonderful team will deliver an empathetic and efficient service.
If you would like to discuss how we can help you with private wealth protection, please contact us using the details below.
Get in touch with our private wealth disputes solicitors in Birmingham
Take the first step towards resolving your private wealth dispute with confidence. For compassionate, tailored advice that protects both your interests and relationships, please contact our Birmingham office today.
