Trustees play a vital role in managing assets for others. Their duties require honesty, impartiality, and diligence but in practice, conflicts often arise. Disputes can develop between co-trustees, between trustees and beneficiaries, or even among beneficiaries themselves. Trustees may also face uncertainty about whether a proposed course of action is lawful or exposes them to risk.
Trustees play a vital role in managing assets for others. Their duties require honesty, impartiality, and diligence but in practice, conflicts often arise. Disputes can develop between co-trustees, between trustees and beneficiaries, or even among beneficiaries themselves. Trustees may also face uncertainty about whether a proposed course of action is lawful or exposes them to risk.
At IMD Solicitors we advise trustees and beneficiaries in trust disputes of all kinds. We have particular expertise in Beddoe applications, court directions, and blessing applications, giving trustees confidence that their decisions are protected and legally sound. Our focus is always on pragmatic solutions that safeguard trust assets and minimise the risk of personal liability.
We act in disputes involving:
Many disputes can be resolved through careful dialogue, clear communication, and timely professional advice, ideally without the need for contested court proceedings.
Failure to meet these duties can expose trustees to personal liability. This may include having to reimburse losses suffered by the trust. Early advice is essential to avoid unnecessary risk.
Where trustees face uncertainty or hostility from beneficiaries, the courts provide mechanisms for protection and reassurance. We regularly act in:
These applications are invaluable for trustees seeking to act prudently and transparently. With careful preparation, they often prevent disputes escalating further.
Our team advises trustees, beneficiaries, and co-trustees on:
We also advise beneficiaries seeking disclosure or accountability from trustees and can apply to the court to compel information where appropriate.
Losing a loved one is difficult enough without the added burden of being excluded from a will or left with less than you need. The law recognises that in some circumstances close family members and dependants should be protected. If a will or the rules of intestacy fail to make “reasonable financial provision” for you, you may be able to bring a claim under the Inheritance (Provision for Family and Dependants) Act 1975.
A will should reflect the true intentions of the person making it. But disputes can arise where family members, friends, or beneficiaries suspect that a will was not properly made, was influenced by others, or is otherwise legally flawed.
Why us?
Our team is adept at handling intricate cases involving international elements, such as division of assets across borders, child abduction and child relocation. This makes us particularly suited for individuals with international family or business ties.
We are proud recipients of multiple national awards, a testament to our commitment to legal excellence. Our awards reflect our high standards and dedication to achieving the best outcomes for our clients. You can check the list of our awards by clicking here.
Our clients’ satisfaction speaks volumes about our services. We invite you to read the glowing testimonials on ReviewSolicitors, which showcase our ability to exceed client expectations.
Our firm has a proven track record of successfully handling complex legal cases, particularly those involving cross-border elements. Our expertise is especially beneficial for individuals seeking sophisticated legal solutions.
At IMD Solicitors LLP, we recognise the significance of cultural nuances in legal matters. Our team, with its diverse cultural backgrounds, is uniquely positioned to understand and empathetically address the specific needs of clients from various international communities.
We believe in a client-centric approach, offering personalised and compassionate legal advice. Understanding that each case is unique, we tailor our strategies to suit individual client needs.
Beyond family law, we offer a wide range of legal services, making us a one-stop solution for all your legal needs, whether personal or business-related.
We believe in empowering our clients with knowledge. Our team ensures that you are well informed about the legal processes and your options, enabling you to make educated decisions.
Our extensive network of international legal and professional contacts allows us to efficiently handle cases that span multiple jurisdictions, providing a seamless legal experience for our clients.
As a reputable law firm, we adhere to the highest ethical standards, ensuring transparency, integrity, and professionalism in all our dealings.
A Beddoe application allows trustees to seek the court’s permission to use trust funds to cover their legal costs in bringing or defending proceedings.
When a proposed course of action involves risk or uncertainty — for example, selling trust property, resolving beneficiary conflict, or engaging in litigation.
Generally yes, provided they act properly and within their powers. However, trustees who act unreasonably or in breach of duty may lose that right.
Beneficiaries are entitled to see trust accounts and relevant documents. Trustees who refuse disclosure may face court orders or removal.
If you need legal advice, contact us today to request a free callback. Please note that all meetings are by appointment only in all our offices.
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