Publications & Videos

• Video on YouTube of my online talk to members of the Standing Conference of Mediation Advocates worldwide – ‘Mediation Advocacy in Trust and Estate Disputes’ (24.11.2024):

SCMA / ADR Group Seminar

• ‘Golden rule in commercial mediation.’ Published online in the Law Society Gazette, 13.05.2024: Golden rule in commercial mediation | Law Gazette
• ‘Downton revisited – Mediating estate disputes involving art and heritage property.’ Published in Taxation (Tolley) 14.12.2023. Mediating estate disputes involving art and heritage property | Taxation
• ‘Commercial Mediation of Music Disputes.’ Published in the Law Society Gazette 01.12.2023: Commercial mediation of music disputes | Law Gazette

See also: Commercial Mediation of Music Disputes — Civil Mediation

• ‘Mediating Probate and Trust Disputes – Process Challenges and Tools – Part 2.’  Mediating probate and trust disputes—process challenges and tools: part 2 | Trusts & Trustees | Oxford Academic (oup.com) Published online by Oxford University Press in Trusts & Trustees 24.06.2023. This was published in print in the Journal worldwide in September 2023.
• ‘Mediating Probate and Trust Disputes – Process Challenges and Tools – Part 1.’ Published online by Oxford University Press in Trusts & Trustees 14.11.2022 (https://academic.oup.com/tandt) . Published in print in the Journal in February 2023. Link to the article [Mediating probate and trust disputes—process challenges and tools: part 1 | Trusts & Trustees | Oxford Academic (oup.com)].
• ‘Follow the Yellow Brick Road – Off to Mediation with HMRC – Part 2.’  Published in ‘Taxation’ by Tolley, 05.01.2023. Part 3 will be written in 2023. Link to the article [Off to mediation with HMRC | Taxation].
• ‘Follow the Yellow Brick Road – Off to Mediation with HMRC – Part 1’. Published in ‘Taxation’ by Tolley on 15.12.2022. [https://www.taxation.co.uk/] Link to the article [Off to mediation with HMRC | Taxation].
• ‘Back to the future’ – Part 2 – Mediation and Estate/Business Succession Planning. Taxation (Tolley) 08.03.2022:  Mediation and estate planning | Taxation
• ‘Back to the future’ – Part 1 – Mediation and the tax-efficient settlement of probate disputes. Taxation (Tolley) 01.03.2022:Mediation and tax-efficient settlement of probate disputes | Taxation
• ‘Electing between equitable remedies’, published by Trusts & Trustees (Oxford University Press), 16 December 2021: https://academic.oup.com/tandt/advance-article/doi/10.1093/tandt/ttab101/6464191?guestAccessKey=247ea00c-f63d-4359-aa69-60b7e4bf3b5a
• ‘Judicial-ENE and the New Normal’, published by Trusts & Trustees (Oxford University Press), 14 December 2020: Abstract:
  https://academic.oup.com/tandt/advance-article-abstract/doi/10.1093/tandt/ttaa096/6034053 Article: Judicial-ENE and the ‘New Normal’ | Trusts & Trustees | Oxford Academic (oup.com)PDF: OP-TANT200101 1..9 (silverchair.com)
• ‘Contentious Trusts Handbook – Practice and Precedents’, 1st Edition, 400 pages including a CD-ROM, priced £100.00, published by the Law Society in July 2020 (ISBN-13:978-1-78446-12446-124-9).
• ‘Contentious Probate Handbook – Practice and Precedents’, 1st Edition, 424 pages including a CD-ROM, priced £79.95, published by the Law Society 1 October 2016 (ISBN: 9781784460600). The photograph shows the book on display in the window of Wildy & Sons, on Fleet Street, in London.
• ‘Breach of Fiduciary Duty Claims and the Quiet Fiduciary Thesis’ published in Trusts & Trustees by Oxford University Press, February 2019:
  Abstract: https://academic.oup.com ;  Article:
  https://academic.oup.com
• ‘The Advocate and the Expert in the Court of Protection’, published in the Expert Witness Journal (Autumn 2018). Co-authored with Dr Hugh Series of Oxford University. https://expertwitnessjournal.co.uk/more/past-issues/1018-issue-25. The Advocate and the Expert in the Court of Protection | Expert Witness Journal
• ‘Equitable compensation arising out of sale of a property ordered under section 14 TLATA’ published in Trusts & Trustees by Oxford University Press, Trusts & Trustees, Volume 23, Issue 10, 1 December 2017, Pages 990–995, https://academic.oup.com/tandt/article-abstract/23/10/990/4669688. Link to Abstract and Article
• ‘Bricks and mortar – the practical application of the residence nil rate band, including drafting issues and claiming the relief’, co-authored with Stephanie Churchill CTA and published in Taxation (12 October 2017) www.taxation.co.uk: LINK.
• ‘The Advocate and the Expert in a Testamentary Capacity Claim’, the paper serialised in the monthly Newsletter of the Association of Contentious Trust and Probate Specialists (ACTAPS), of the talk I presented at their Annual Spring Seminar on 7 April 2016, at Charles Russell Speechlys in the City of London. HANDOUT. *
• ‘The Advocate and the Expert in a Testamentary Capacity Claim’, published in the Expert Witness Journal (Autumn 2015) LINK* (for the on-line version click this link).
• ‘Tax-Efficient Wills Simplified 2014/2015’ (Amazon Kindle book).
  The paperback edition was ranked by Amazon as a UK bestseller at Number 5 in its genre (23.12.2014), and please click HERE* to view the ranking, and at Number 2 (22.12.2014), for most popular products ordered as gifts in the category of personal taxation, and to view the ranking please click HERE*.
• ‘Tax-Efficient Wills Simplified 2013/2014’,  published by Management Books 2000 Ltd.
• ‘Tax-Efficient Wills Simplified 2012/2013’, published by Management Books 2000 Ltd . On Christmas Eve Amazon (based on its own internet sales) ranked the book 8 in the top 100 of bestselling books in the category of money and finance guides. [LINK].
• ‘Tax-Efficient Wills Simplified 2011/2012′, published by Management Books 2000 Ltd. Photos from November’s book launch – click the images to enlarge