About Carl

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Head of Averose Chancery Chambers in Leicestershire (www.ihtbar.com).

B.Soc.Sc (Joint Honours) (Law and Political Science) (Keele), 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 or to my Clerk Mr Paul Wright, enquiries@quartzlegal.co.uk.

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, and inheritance disputes (including breach of fiduciary duty and shareholder actions); and Court of Protection proceedings.

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 article, co-authored with Stephanie Churchill CTA, ‘Bricks and mortar – the practical application of the residence nil rate band, including drafting issues and claiming the relief’ will be published in Taxation (www.taxation.co.uk) on 12 October 2017.

My article, ‘Equitable compensation arising out of sale of a property ordered under s.14 TLATA’ is scheduled for publication in Trusts & Trustees (Oxford University Press) in December: https://academic.oup.com/tandt

Trusts & Trustees is the leading international journal on trust law and practice. The most significant source of information in its field, the journal is essential for all trusts practitioners and lawyers … The journal is ideal for international trust lawyers working in both private practice and in-house in trust companies; trusts practitioners; and those working in trust companies. It will also be an essential source of reference for academics specializing in trusts; members of the judiciary; members of regulatory bodies; and institutional libraries.’ Oxford University Press.

* 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: