Call: 2008

Email: William »

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For practice areas see below

“He’s incredibly user-friendly. I have no hesitation putting him in front of clients knowing he will make us look good. He produces some really good results.”
“His drafting is super, he’s very good in conference and he’s very good on his feet in court.” Chambers UK – 2016 (Court of Protection)
“His advocacy and his written work are very good; his arguments are detailed and show an excellent understanding of the law in this area.”
“He provides clear, practical advice on very complex cases.” Chambers UK – 2015 (Court of Protection)

 

Practice

William commenced practice at 5 Stone Buildings in 2010, having successfully completed pupillage in chambers from October 2008 to October 2009. He has a general Chancery practice in all the areas of work undertaken in chambers, including:

 

  • Trusts
  • Wills, probate and the administration of estates
  • Claims under the Inheritance (Provision for Family and Dependants) Act 1975
  • Pensions
  • Court of Protection (both property and affairs and personal welfare)
  • Capital taxes and estate planning
  • Real property
  • Chancery issues in family cases
  • Professional negligence matters related to the above areas

 

William regularly appears in the County Court, the High Court and the Court of Protection, and in late 2014 he appeared without a leader in the Court of Appeal in Crossfield v Jackson [2015] WTLR 1519. He has also appeared in the Tax Tribunal.

William was educated at St John’s College, Oxford, where he read Modern History. Before joining the Bar, he worked for some time in the US Congress and at the Confederation of British Industry, where he acted as a lobbyist on health policy issues on behalf of several FTSE 100 and 250 firms.

In 2009, William was appointed as a judicial assistant to Lord Walker and Lord Dyson in the Supreme Court. He took up this role in September 2009, returning to chambers in August 2010.

 

Reported Cases

  • Crossfield v Jackson [2015] WTLR 1519 (alleged undue influence regarding a property purchase) (Court of Appeal)
  • Scott v HMRC [2015] WTLR 1461 (Alleged gift of paintings with Inheritance Tax implications) (First-Tier Tax Tribunal)

 

Recent Experience

William’s recent experience includes:

  • Acting at a trial in matrimonial financial remedy proceedings in relation to a dispute over the ownership of a property
  • Defending a claim (including to trial) by a widow under the Inheritance (Provision for Family and Dependants) Act 1975 in relation to an estate worth over £6m (led by Penelope Reed QC)
  • Advancing a proprietary estoppel claim in relation to an estate worth £4.5m up to trial at which the matter settled (led by Penelope Reed QC)
  • Successfully defending a claim by executors for Beddoe relief in relation to a proprietary estoppel action
  • Acting for an ex-professional footballer against an IFA and several pension companies for allegedly failing to preserve his favourable retirement age and making unauthorised payments out of his pension fund; acting for the same ex-footballer against another IFA and several pension companies for alleged breaches of trust
  • Successfully representing the appellant in the First-Tier Tax Tribunal in Scott v HMRC [2015] WTLR 1461, in which the appellant argued that certain paintings had been given to him and therefore were not within his mother’s estate for IHT purposes
  • Acting for the claimant both at trial and in the Court of Appeal in a claim of undue influence in relation to a property purchase in Crossfield v Jackson [2015] WTLR 1519
  • Successfully acting for represented minor beneficiaries in relation to the compromise of a proprietary estoppel/ Inheritance Act claim in the High Court

 

Pro Bono Work

William is a keen member of the Bar Pro Bono Unit and has advised and appeared in a number of matters. He received a Special Mention in the 2011 Pro Bono Awards from a panel of judges including Lord Goldsmith QC. He is willing to consider working pro bono through the Unit or on instruction from a solicitor in deserving cases.

William also participates in CLIPS, the Chancery Bar Association’s scheme providing representation for litigants in person in the Applications Court of the Chancery Division.



Professional Memberships

William is a member of the Chancery Bar Association and a co-opted member of the Main Committee of the Association. He is also the Acting Chair of the Junior Chancery Bar.

 

Publications and Lecturing

William regularly speaks both at chambers seminars and externally concerning his practice areas.

William also regularly writes articles in legal journals. Some of his articles include:

  • Solicitors for the Elderly Chancery case updates – various dates from 2014-16
  • ‘Setting aside tax mistakes in settlements post-Pitt v Holt’, Elder Law Journal, 2015 5 (3), 323-327
  • ‘Business tenancies and the Equality Act’, Solicitors Journal, 2013 157 (21), 10-11
  • ‘Letting the cat out of the bag: the law of trust disclosure’, Private Client Business, 2013 3, 106-112
  • 'Agricultural property relief: recent developments', Elder Law Journal, 2012, 2(2), 198-203.
  • 'Drafting a deathbed will', Solicitors Journal, 2012, 156(13) Supp (Private Client Focus March 2012), 9-11.
  • 'The Court of Protection: no longer the "secret" court?', Elder Law Journal, 2011, 1(4), 415-423.
  • 'The removal of trustees by the court', Trusts and Estates Law and Tax Journal, March 2011, with Penelope Reed QC.
  • 'Surely some mistake? The widening jurisdiction of the court to set aside voluntary transactions', Trust Quarterly Review (Volume 8, Issue 1, February 2010), pp. 17-20.
  • 'Justice in the modern age: the new Supreme Court', Counsel (November 2009), pp. 14-16.

 

Education

2008: Called to the Bar

Bar Vocational Course (Very Competent)

2007: Lincoln’s Inn Lord Denning and Hardwick Scholarships

Runner-up, Times Law Awards

Graduate Diploma in Law (Commendation)

2006: Lobbyist and health policy adviser at the Confederation of British Industry

2005: Intern at the U.S. Congress (Office of Congressman Don Young)

2003: HWC Davis Prize for the highest mark in Modern History exams across Oxford University; St John’s College Scholarship

2002 – 2005: St John’s College, Oxford (Modern History)