Biography

Alice attained a First Class (Hons) degree in Law at the University of Sheffield, where she was awarded the Vaughan Bevan Memorial Prize for her overall performance.

She trained at Wilsons Solicitors LLP in Salisbury and gained over five years’ experience acting for charities, high net worth individuals and trustees in their Contentious Trust and Probate Team.

Alice advises clients in relation to a range of disputes involving legacies and trusts.  She has particular experience in challenges to the validity of Wills and claims under the Inheritance (Provision for Family and Dependants) Act 1975, having acted for the charities in their successful appeal to the Supreme Court in the case of Ilott v Blue Cross and Others [2017] UKSC 17.

Testimonials:

“Your work for us across a number of cases has been incredibly clear and valuable”

“It really has been a pleasure instructing you”

“Please accept my personal thanks and gratitude…for your efficiency, courtesy and above all professionalism.”

Expertise and Past Cases

Alice acts on behalf of claimants and defendants in relation to a wide range of disputes involving legacies and trusts, concluding them by written negotiation, at mediation or at Court. 

Her experience includes:

  • Inheritance (Provision for Family and Dependants) Act 1975

Ilott v Blue Cross and Others [2017] UKSC 17

Alice advised the charities in relation to their application to the Supreme Court following the Court of Appeal's decision in Ilott v Mitson [2015] EWCA Civ 797.  This resulted in the Supreme Court’s only ruling to date on claims under the Inheritance (Provision for Family and Dependants) Act 1975.

  • Will validity challenges
    • Lack of testamentary capacity
    • Want of knowledge and approval
    • Undue influence
    • Forgery

Alice advised claimants in relation to complex testamentary capacity and want of knowledge and approval claims in an estate worth over £20 million.

  • Construction and rectification of Wills
    • Advising charities, including at mediation, in relation to claims for rectification and/or construction of poorly drafted Wills, both solicitor drafted and homemade.
    • Advising high net worth individuals in relation to claims for construction and rectification where there was evidence that their relative’s solicitor drawn Will did not truly reflect his intentions.
  • Proprietary estoppel claims

Advising trustees in relation to a proprietary estoppel claim and a claim under the Inheritance (Provision for Family and Dependants) Act 1975 against an estate worth in excess of £17 million.

  • Disputes arising during the course of the administration of trusts and estates
    • Obtaining an Administration Order and related costs order against an executor who had called in the estate assets but failed to make distributions or account for the funds in the estate over five years after the deceased's death.
    • RNLI & Others v Headley & Another [2016] EWHC 1948 (Ch)

Alice succeeded in obtaining an order obliging a trustee to produce trust accounts and to personally pay her clients’ costs.  The judgment provides clear guidance about trustees’ duty to provide accounts to beneficiaries.

  • Deathbed gift claims

King v Chiltern Dog Rescue & Redwings Horse Sanctuary [2015] EWCA Civ 581

Alice acted for the charities in relation to their appeal in this matter.  The Court of Appeal judgment sets out helpful guidance on what is a difficult doctrine, also known as donatio mortis causa.