Bolt Burdon

Corporate Partner

Formed just four years ago from a successful Wills and Estate Planning team, Bolt Burdon’s specialist Contentious Probate / Legacy team has already made ‘quite a splash’. With four successful reported cases including Ramsey v Ramsay (2015), Bhusate v Patel (2018), Ninian v Findlay (2019) and Rehman v Hamid (2019)), the firm has developed an enviable reputation for its technical expertise, delivering success for its clients, driving professional standards and benchmarking performance.

Successful reported cases showcase our ability but we believe our main role and, where our success has been greater, is the many cases where we have protected legacies without the need for expensive court hearings and unwelcome delay.

We provide a full range of legal services to charity clients who seek a high level of service. We offer a fresh approach to legacy management to help ensure that every donor’s final wish achieves its greatest potential. We understand the demands placed on charities to maximise their legacies; our approach is all about finding the correct balanced outcome for our client. So for example while we are sensitive to the needs of our charity clients to ensure the maximum return by maximising the legacies left to them by generous donors, we understand that this needs to be weighed against the risk of negative publicity and the costs of litigation.

Additionally we know that funding is often a key consideration, so we offer a range of options for paying fees as well as reduced rates for our charity clients. One way to ensure that every donor’s final wish meets its greatest potential is to ensure that estates are not depleted by legal fees in fighting actions brought against the estate. We offer CFA’s, deferred funding arrangements and fixed fees so that our charity clients have a variety of choices when it comes to funding. This helps the charity ensure that any action they take is proportionate to the value of their legacy.

Our specialist legacy team, and indeed our firm, believe passionately in delivering exceptional service. Not only does our team have experience in both contentious and non contentious aspects of legacy administration but we invest in our people to ensure we have up to date knowledge and any extra qualifications needed. So confident are we that we will exceed our clients’ expectations that we offer a Service Level Guarantee to all of our clients – we are not aware of many firms that can say that they do that!

We are always happy to talk on an initial no obligation and informal basis so please email or call one of the team. We very much look forward to working with you so you can share in our success and benefit from our fresh approach.

KEY CONTACTS

Natasha McKeever CTAPS – Partner

DDI: +4420 7288 4763
Mobile: +447785 545859
natashamckeever@boltburdon.co.uk

Natasha is a Partner and head of the Legacy team. She has considerable experience acting for charities and understands the importance of protecting legacies left to them. She has a varied caseload relating to legacy disputes and has extensive knowledge of these areas. Natasha always goes the extra mile and takes great pride in delighting her clients.

Alexa Payet CTAPS – Partner

DDI +4420 7288 4707
Mobile: +447887 217405
alexapayet@boltburdon.co.uk

Alexa is a Partner in the Legacy team. She has particular expertise in Wills, Trusts and Inheritance disputes having undertaken the ACTAPS Associate Course. She regularly acts for charities in legacy disputes and understands the challenges faced by her charity clients and the charity sector in general. Alexa is passionate about protecting charitable legacies and ensuring that the deceased’s final wishes achieve their greatest potential.

Emma Bryson – Senior Solicitor

DDI +4420 7288 4714
Mobile: +447767 232023
emmabryson@boltburdon.co.uk

Emma is a Senior Solicitor in the Legacy team. She is highly skilled in all aspects of contentious legacy administration and has a consistent track record of impressing her clients and achieving excellent results. She is sensitive to the needs of her charity clients and understands the importance of keeping the costs to a minimum. She will always seek to achieve the best outcome for her clients as swiftly as possible.