About Carl

30

Head of Averose Chancery Chambers in Leicestershire, and a door tenant at:

(i) [to be announced shortly]; and

(ii) 1 Essex Court, Temple, London EC4Y 9AR (www.1ec.co.uk).

LLM(Exon)(International Business Law), Solicitor of the Supreme Court of England and Wales (non-practising), of Lincoln’s Inn and the Middle Temple, Barrister-at-Law, TEP, SCMA accredited mediation advocate (www.mediationadvocates.org.uk). Member of the South Eastern Circuit, which includes London (www.southeastcircuit.org.uk), Chancery Bar Association (www.chba.org.uk), and a full member of the Society of Trust and Estate Practitioners (www.step.org).

To enquire about instructing me please send an email to carl@ihtbar.com.

I am a registered Public Access practitioner who can be instructed directly by members of the public (including executors and trustees) without the involvement of a solicitor, and specialise in will, trust, inheritance, and tax disputes.

On 19 February 2016 my Practising Certificate was extended by the Bar Standards Board to authorise me to conduct litigation. In an appropriate case, this permits me to carry out day to day case management activities (including the issue of a Claim Form in any court in England and Wales) which are reserved to Solicitors, and in effect, to offer a one stop shop litigation and advocacy service to members of the public, from evaluation of the merits, evidence, and remedies, through to trial or settlement of the claim.

In June I appeared in the High Court in London as counsel for the claimant in Clark –v-  The Trustees of the Victor Hugo Fund (A Trust of Balliol College in the University of Oxford) & ors [2016] (which was a successful claim for rectification of a will that involved multi-jurisdictional issues). I was instructed through my own Chambers, Averose Chancery Chambers, and both appeared as an advocate and conducted the litigation, on a public access basis for a client who resides in another jurisdiction.

I am the author of the first edition of the ‘Contentious Probate Handbook’ (published by the Law Society on 1 October 2016), and was a guest speaker at the annual one day seminar of the Association of Contentious Trust and Probate Specialists (ACTAPS) in the City of London on 7 April 2016.

To download a copy of my paper (which is being serialised in the ACTAPS monthly Newsletter) please click on this link.*

My book ‘Tax-Efficient Wills Simplified ‘​, was listed as a UK No.1 bestseller by Kindle (see my ‘Publications’ page).

To view my internet ranking please Google ‘tax mediation barrister’, or ‘tax mediation’ for which I have recently been listed on page 1 worldwide.

From October 2017 I am providing a new course  entitled ‘Tax Disputes’ about:

  • HMRC’s powers and tax investigations;
  • tax appeals;
  • Tax Chamber hearings; and
  • the mediation of tax disputes with HMRC (including the method of ‘Barrister Assisted Mediation’ I pioneered for the settlement of tax disputes in 2014).

* Please note that you will need a suitable pdf reader to view the document, if you need to download the software please click your choice of link below: