About Carl


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 the Society of Trust and Estate Practitioners (www.step.org). Chambers of Sir Tony Baldry, First Floor, 1 Essex Court, Temple, London (www.1ec.co.uk).

I specialise in will, trust, and inheritance disputes, exercise rights of audience before every court in England and Wales in relation to all proceedings, and as a registered Public Access Barrister, can be instructed directly by members of the public (including executors and trustees) without the involvement of a solicitor.

I am also authorised by the Bar Standards Board 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. This enables me 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.

To enquire about instructing me please send an email to carl@ihtbar.com or contact my Clerk at 1 Essex Court:

Tel: 020 7936 3030 or 020 7832 1010.

Tel out of hours: 07721 866 858.

Email: clerks@1ec.co.uk

In June 2016 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.

Whilst I principally appear in the Business and Property Courts and Central London County Court, I have expanded my advocacy practice to include: (i) Court of Protection hearings; and (ii) Judicial Review proceedings in the Administrative Court.

I am also 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, ‘Equitable compensation arising out of sale of a property ordered under s.14 TLATA’ was published by Oxford University Press, in Trusts & Trustees, Volume 23, Issue 10, 1 December 2017, Pages 990–995: 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.

I have been commissioned by the Law Society to write a new book for practitioners entitled the ‘Contentious Trusts Handbook – Practice and Precedents’, which is scheduled for publication in October 2019. For more information please visit the ‘Contentious Trusts Handbook’ page of this website.

I have also been invited to write an article for publication in the Autumn edition of the Expert Witness Journal (ahead of the Bond Solon annual international Expert Witness Conference in London on 9 November 2018), entitled, ‘The Advocate and the Expert in the Court of Protection’.

The article is being co-authored with Dr Hugh Series who is a consultant in old age psychiatry at the Oxford Health NHS
Foundation Trust, a member of the Faculty of Law at the University of Oxford, and a medical member of the Mental Health Tribunal (first tier).

The first draft of the article was submitted to the publisher 13.02.2018, and the final draft, which will take into account all cases decided in the Court of Protection up to July 2018, is scheduled for submission on 30 August.

I am developing ‘Art and Antiquities Disputes’ as a niche practice area to compliment my contentious probate, trust disputes, and mediation legal services. The appendix to my new book the ‘Contentious Trusts Handbook’, will contain a practice note about trust disputes involving art and heritage assets that will be co-written with an eminent art scholar and historian in London. To obtain a solid theoretical grounding in Art Law, in Autumn 2019 I also plan to undertake the diploma course in ‘Art Law’ run by the Institute of Art and Law.

* 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: