Call: 1994

Silk: 2017

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For practice areas see below

 

"The magnificent David Rees has forgotten more than most will ever know … He is able to look at matters from every conceivable angle and give holistic and pragmatic advice on problems put before him."

Chambers UK 2017 : Court of Protection

"He's outstanding … He delivers very detailed, accurate advice which is understandable to clients."

Chambers UK 2017 : Chancery Traditional

"He is a technical king. When you have something really complicated he knows the Court of Protection back to front. He is meticulous and extremely good at presenting his case."

Chambers UK 2016 : Court of Protection

"He is highly knowledgeable, extremely well prepared, robust in the courtroom and someone who gives clear advice. He is personable and very quick to grasp complex legal and evidential issues."

Chambers UK 2016 : Chancery Traditional

"Extremely clever and very technically able"…"My first port of call for contentious probate work."

Chambers High Net Worth 2016

 

Practice

David was appointed Queen's Counsel in February 2017. He has a traditional Chancery background specialising in the following areas:

  • Court of Protection
  • Wills and Probate
  • Trusts
  • Administration of Estates
  • Family Provision
  • Capital Taxation

 

David's practice encompasses all aspects of wills, estates and trusts. On the contentious side he regularly appears before judges of the Chancery Division and is experienced in contentious probate claims, applications for financial provision and applications under the Variation of Trusts Act 1958. In one long-running case he is acting for a judicial trustee in relation to the administration of a substantial estate with a number of cross-jurisdictional issues. David is also experienced in "undue influence" cases, an area of law which he has argued before the Court of Appeal. His non-contentious practice includes the provision of advice of capital taxation and the drafting of settlements and their ancillary documents.

David has a particular interest in issues surrounding elderly clients and incapacity. He has established a reputation as a leading practitioner in Court of Protection work, and is regularly instructed by leading firms of private client solicitors and the Official Solicitor. His practice extends to both property and affairs and welfare cases and he has been instructed in many of the leading cases exploring the international and cross-border elements of the Court of Protection's jurisdiction.

David is a member of the Court of Protection Users Group, and the Court of Protection Rules Committee. He is the General Editor of Heywood & Massey: Court of Protection Practice and regularly lectures to audiences around the country on Court of Protection issues.

David was appointed as a Recorder in July 2012 and sits in civil and criminal cases on the South-Eastern circuit. He also is Deputy Chancellor of the Diocese of Leicester.

 

Professional Reputation

David is recommended as a Star Individual in Chambers UK Bar Guide 2017 for Court of Protection (Property and Affairs) and in Band 1 for Traditional Chancery (Chambers Bar Guide 2017 and Chambers High Net Worth 2016). He is also recommended in the Legal 500 for Private Client: Trusts and Probate.

 

Notable Cases

David's notable cases include:

  • Parry & Others v HMRC [2017] UKUT 4 (TCC) (Appeal); [2014] UKFTT 419 (First Instance) (Successful appeal on behalf of executors against Inheritance Tax Assessments levied on transfer between pension schemes; Scope of charge to Inheritance Tax under section 3(3) IHTA 1984 arising from omission to take lifetime pension benefits)
  • Watt v ABC [2016] EWCOP 2532; [2017] 4 WLR 24 (Instructed by the Official Solicitor; use of personal injury trust as alternative to deputyship)
  • Re D [2016] EWCOP 35; [2016] COPLR 432 (Instructed by Official Solicitor as litigation friend for "P"; Appeal against decision to dispense with service of statutory will application on father of P)
  • Re Vindis Deceased (Application by widow for provision under the Inheritance (Provision for Family and Dependants) Act 1975 in substantial estate)
  • Lloyd v Jones & Others [2016] EWHC 1308 (Ch) (Contentious probate; testamentary capacity and want of knowledge and approval)
  • Re PJV; PJV v Assistant Director Adult Social Care Newcastle City Council & Another [2015] EWCOP 87 and [2016] EWCOP 7 (Appeal); [2015] EWCOP 22; [2015] COPLR 265 (First Instance) (Instructed by Official Solicitor as litigation friend for "P"; Interaction between roles of the Court of Protection and Criminal Injury Compensation Authority where award of compensation is to be held on trust for an incapacitated person)
  • Aidiniantz v Riley [2015] EWCOP 65; [2015] COPLR 643 (Instructed for the Official Solicitor as litigation friend for "P". Extensive welfare and deputyship dispute)
  • Re PD; Health Service Executive of Ireland v CNWL [2015] EWCOP 48; [2015] COPLR 48 (Instructed by Official Solicitor as Advocate to the Court; Recognition and enforcement of order of Irish High Court by Court of Protection which has the effect of depriving P of his liberty in England and Wales. Whether P needs to be joined as a party)
  • Health Service Executive of Ireland v PA & Others [2015] EWCOP 38; [2015] COPLR 447 (Instructed by Official Solicitor as Advocate to the Court; Recognition and enforcement of order of Irish High Court by Court of Protection which has the effect of depriving P of his liberty in England and Wales)
  • Re XZ; XZ v The Public Guardian [2015] EWCOP 35; [2015] COPLR 630 (Limits to the role of the Public Guardian in regulating restrictions and conditions in a lasting power of attorney)
  • An English Local Authority v SW & Others [2014] EWCOP 43; [2015] COPLR 29 (Instructed for the Official Solicitor as litigation friend for "P". Cross-border jurisdiction of the Court of Protection. Meaning of "habitual residence" in the context of Schedule 3 of the Mental Capacity Act 2005)
  • Re Gladys Meek; Jones v Parkin & Others [2014] EWCOP 1; [2014] COPLR 535 (Statutory will in the context of significant financial abuse by deputies having taken place)
  • Re AB [2014] COPLR 381 (Principles upon which the Court of Protection should act where dispensing with service on a party affected by a statutory will application)
  • Baker Tilly v Makar [2013] EWHC 759 (QB); [2013] COPLR 245 (Instructed by the Official Solicitor . Need for medical evidence when assessing capacity of a litigant in civil proceedings)
  • Re HM [2012] WTLR 281 (appointment of deputy preferable to personal injury trust)
  • Re G (TJ) [2011] WTLR 231 (Application of "best interests" principle in relation to statutory gift applications and role of "substituted judgment" under Mental Capacity Act 2005)
  • Re D [2012] Ch 57 (Extent to which Court of Protection should authorise statutory will to forestall contentious probate proceedings).
  • Re MN [2010] WTLR 1355 (Leading authority on Court of Protection's International jurisdiction. Extent to which Court of Protection entitled to have regard to "best interests" on application to recognise and enforce order of foreign court in relation to incapacitated person)
  • Baker v H [2009] WTLR 1719 (A test case on the criteria for setting the level of security bonds for deputies).
  • Re P [2009] 2 All ER 1198 (Application of "best interests" principle in relation to statutory will applications).
  • Re J [2010] Ch 33 (Instructed by Public Guardian - registration of EPA appointing successive attorneys)

 

Professional Memberships

David is a member of the Society of Trusts and Estates Practitioners (STEP), the Association of Contentious Trust and Probate Specialists (ACTAPS), the Ecclesiastical Law Society and the Chancery Bar Association. He is also an Honorary Member of Solicitors for the Elderly.

 

Publications and Lecturing

David is the General Editor of Heywood & Massey: Court of Protection Practice. He regularly writes for various professional journals.


David frequently lectures on issues relating to the Court of Protection and other maters connected to his practice.