News & Events

Private Client & Trusts

David Russell QC contributed to Bloomberg Tax article ‘Navigating Estate and Succession Planning in the Middle East’

Outer Temple’s David Russell QC contributed to a Bloomberg Tax article called ‘Navigating Estate and Succession Planning in the Middle East’. The article explores the topic of proper estate and succession planning being key to Middle East families’ long-term financial security. David Russell QC contributed to a publication by Bloomberg Tax called ‘Navigating Estate and Succession planning in the Middle East’. The article draws upon the idea that there is a massive generational wealth transfer happening in the Middle East and that many families are unprepared for this. It then goes on to explain how wealth is distributed in different situations. Please click here to read the full article. This article was published on July 28th, 2022, and was primarily…

Private Client & Trusts, Legal Blog & Publications, International 1 Aug, 2022

David Russell QC acts successfully for Godolphin Australia Pty Ltd, owned by HH Ruler of Dubai, in thoroughbred horse breeding dispute

In Godolphin Australia Pty Ltd v Chief Commissioner of State Revenue, David Russell QC acted successfully for the plaintiff, with the Australian court finding that the thoroughbred horse breeding properties were exempt from land tax. Factors included, the uneconomic nature of the racing operations viewed as a stand-alone operation, as important reasoning for finding the dominant use of the land was for the maintenance of animals to sell their bodily produce.  The plaintiff, Godolphin Australia Pty Ltd, is part of the global thoroughbred breeding operation and horseracing team founded by the Ruler of Dubai, His Highness Sheikh Mohammed bin Rashid Al Maktoum. Represented by David Russell QC, it sought a review under s97(1) of the Taxation Administration Act 1996 (NSW) of an unfavourable…

Private Client & Trusts, News, International 3 May, 2022

Protectors' Power of Consent

‘The Protectors’ Power of Consent’ – David E. Grant is published in TL4 Private Client Magazine

David E. Grant has published an article in the latest edition of the ThoughtLeaders4 Private Client magazine looking at the evolving concept of the protectors’ power of consent. Three recent cases in three different jurisdictions have considered a hitherto unexplored question in the law of trusts – what is the scope of a protector’s power of consent? The three cases were PTNZ v AS & Ors [2020] EWHC 3114 (Ch) in the English High Court, In the matter of the X Trusts [2021] SC (Bda) 72 Civ in the Supreme Court of Bermuda, and In the matter of the Piedmont Trust and Riviera Trust, Jasmine Trustees & Anor v M & Ors [2021] JRC24 in the Royal Court of Jersey.…

Private Client & Trusts, Legal Blog & Publications, News 23 Feb, 2022

Elaine Palser acts for successful Inheritance Act claimants in the High Court

Elaine Palser, instructed by Tees Solicitors, acted for the successful claimants in R Deceased [2021] EWHC 936 (Ch). The claim was brought by two minor children for reasonable financial provision from their father’s estate under the Inheritance (Provision for Family and Dependants) Act 1975. The children were 14 and 15 when their father died, and they had been estranged from him for several years before his death.  Their father had also failed to pay any maintenance for them during the estrangement, with the children instead relying entirely on their mother and stepfather. In his will, the father left his entire estate to his new partner and his parents, and nothing to his children.  The partner and parents denied that there…

News, Private Client 19 May, 2021

David Russell QC listed in the Global Elite Directory 2021

We are delighted to announce that David Russell QC has been selected for the Global Elite Directory 2021 in conjunction with Legal Week International. The Global Elite Directory is the list of the world’s most respected lawyers advising UHNW clients, all of whom have been recommended by their peers in the industry. The listing, published by Legal Week, serves as a highly respected global directory of the world’s top private client, trusts and estates litigation talent, as well as rising stars within the industry. The directory is used by the legal community looking for referrals, family offices and professional advisers. Launched in 2017, the Private Client Global Elite serves as a highly respected global directory of the world’s top private client and…

News 16 Feb, 2021

Claire van Overdijk appointed Chair of the STEP Mental Capacity Global Special Interest Group and as Presiding Judge of the STEP Private Client Awards

Claire van Overdijk has been appointed as Chair of the STEP Mental Capacity Global SIG Steering Committee and also as a Presiding Judge for the 2021/22 STEP Private Client Awards. Established in 2010, the Mental Capacity Global Special Interest Group focuses on the increasing importance and relevance of issues concerning capacity in all aspects of legal work relating to inheritance and succession planning. The group keeps members up to date with developments and encourages involvement in debates on current issues. Claire van Overdijk has been appointed as a Presiding Judge for the 2021/22 STEP Private Client Awards. She has joined the panel of 21 judges from around the world who are each recognised as experts and leaders in their own…

News 9 Feb, 2021

What is the scope of remedy following Auden McKenzie (Pharma Division) Limited v Amit Patel?

Jennifer Seaman has been published in the STEP Journal and the Trust Quarterly Review (TQR) for her article on the remedy of equitable compensation following the England and Wales case of Auden McKenzie (Pharma Division) Limited v Amit Patel. Auden McKenzie (Pharma Division) Limited v Amit Patel is a case of interest to common-law lawyers who understand that trusts can be used as a form of restitution and compensation. In England and Wales, equitable compensation is awarded to make good a loss caused by the breach of an equitable duty. Equitable compensation is different from a proprietary remedy and a personal remedy to reverse an unjust enrichment. It is more akin to common-law damages, but there are variances in assessment.…

News 12 Jan, 2021

Webinar – MEASA private wealth opportunities during uncertain times

Enabling legal structures that protect and grow wealth. Join David Russell QC, Vistra and DIFC on 13th May for a webinar on private wealth opportunities in the Middle East. Middle East, Africa and South Asia (MEASA)  remains a top 3 global region for growth of private wealth after APAC and Latin America. Over $3T of private wealth and $3T of sovereign capital is available in the GCC alone. By 2023, the UNHW population in UAE is expected to grow by 15%. Demand for personal and family wealth continues to grow rapidly yet wealth management remains underpenetrated with a disproportionate amount of wealth still held in bank deposits. The DIFC has become one of the largest wealth centres between Europe and…

Covid-19, Events, Commercial during Covid-19, Private Client & Trusts during Covid-19 11 May, 2020

Coroners and COVID-19 – the guidance and the process

The Chief Coroner has recently published a series of guidance notes to advise coroners on dealing with COVID-19 related deaths. Carin Hunt summarises the advice and the process to be followed by medical practitioners where a death has been caused by this coronavirus. On 26 March 2020, the Chief Coroner published guidance (no 34) for all coroners in England and Wales on the approach to be taken to COVID-19. This was followed on 27 March 2020 by guidance (no 35) which deals specifically with hearings during COVID-19. In guidance (no 36), published on 30 March 2020, the Chief Coroner summarised the provisions of the Coronavirus Act 2020 which are relevant to coroners, including those which modify statutory provisions relating to…

Covid-19, News 29 Apr, 2020

The impact of COVID-19 on Lasting Powers of Attorneys

Private Client barristers Claire van Overdijk and Alex Cisneros consider the benefits and challenges of creating a Lasting Power of Attorney during the current COVID-19 pandemic. So much has changed in the last few weeks and the legal industry is no exception. Claire and Alex provide guidance on what can be done during COVID-19, taking examples from other jurisdictions where witnessing LPAs by video link has been permitted through emergency laws. They explore where LPAs developed from and how the legal conceptualisation of substituted decision has been codified in various statutory materials. They also look at two requirements for making an LPA where mistakes are often made; providing a certificate and witnessing signatures. Finally, the article considers business LPAs as…

Covid-19, News, Private Client & Trusts during Covid-19 22 Apr, 2020

Will-Making in Difficult Circumstances: How to Comply With Formal Validity Requirements

David E Grant and Gabor Bognar consider the challenges of making a formally valid will in difficult circumstances, such as those which may arise from the current coronavirus (COVID-19) pandemic. When one perceives a greater-than-usual risk of their near-term demise, the mind turns more readily to will-making. So it appears in the present pandemic, during which UK will-writers have reportedly experienced a substantial increase in client enquiries. David E Grant and Gabor Bognar have written an article considering the challenges of making a formally valid will in difficult circumstances, such as those which may arise from the current coronavirus (COVID-19) pandemic. Legislative requirements and the burden of proof Their article explains the rigorous formality requirements of English law for the…

Covid-19, News, Private Client & Trusts during Covid-19 16 Apr, 2020

Claire van Overdijk has been appointed as a Presiding Judge for the 2020/21 STEP Private Client Awards

Claire van Overdijk has been appointed as a Presiding Judge for the 2020/21 STEP Private Client Awards. She has joined the panel of 21 judges from around the world who are each recognised as experts and leaders in their own fields and together span the international legal, accountancy, financial advisory and fiduciary sectors. Now in its 15th year, the STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Open globally to both STEP members and non-members, they recognise and celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisors. Outer Temple Chambers won “Chambers of the Year” at the 2018/2019 Awards, and Claire van Overdijk was shortlisted as…

News 4 Feb, 2020

Portfolio Builder

Select the expertise that you would like to download or add to the portfolio

Download    Add to portfolio   
Portfolio
Title Type CV Email

Remove All

Download


Click here to share this shortlist.
(It will expire after 30 days.)