Oliver Auld#179

Oliver Auld

Oliver specialises in advising UK and international clients in relation to a wide range of contentious trust, probate and other private wealth disputes. He acts for a diverse range of high net-worth individuals, professional trustees and other fiduciaries, who are involved in the management of family wealth. He also acts for clients involved in sensitive and confidential disputes in the Court of Protection. Oliver's practice predominantly involves complex and multi-jurisdictional disputes in relation to inherited wealth and assets held in English and offshore family trusts. He advises clients on claims challenging the validity of wills and under the Inheritance (Provision for Family and Dependants) Act 1975 and is experienced in acting for a trustees and beneficiaries in a wide range of contested and uncontested court applications to resolve issues that have arisen in the administrations of trusts and estates. His recent reported cases include: ' Cowan v Foreman and others [2019] EWHC 349 (Fam) ' Right Hon Gloria Wesley, Dowager Countess Bathurst v Chantler and others [2018] EWHC 21 (Ch) ' Shearer v Kevin Neal Associates Limited (2017) ' Wooldridge v Wooldridge [2016] (Case No: 3CL1022132) Oliver was recognised as 'Next Generation Lawyer' by the Legal500 in 2017 and an 'Associate to Watch' by Chambers and Partners in 2018 in the field of contentious trust and probate.
Contributed to

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A client who is the claimant to ongoing litigation recently died. Can their executor be substituted as a
A client who is the claimant to ongoing litigation recently died. Can their executor be substituted as a
Q&A

This Q&A examines whether an executor can be substituted as a claimant prior to obtaining a grant of probate.

A homemade Will incorrectly refers to the wife as 'him' and 'he'. The Probate Registry has asked for a
A homemade Will incorrectly refers to the wife as 'him' and 'he'. The Probate Registry has asked for a
Q&A

This Q&A considers the procedure for producing a fiat copy of a Will in connection with the rectification of a Will.

A is the sole executor and sole residuary beneficiary under B’s Will. C, is challenging the validity of
A is the sole executor and sole residuary beneficiary under B’s Will. C, is challenging the validity of
Q&A

This Q&A considers how an executor who is also sole residuary beneficiary should respond to a claim against the validity of the testator’s Will on the grounds of lack of testamentary capacity and in what circumstances their costs may be met from the estate.

Can an attorney who has obtained a grant of representation on behalf of an executor under a general power
Can an attorney who has obtained a grant of representation on behalf of an executor under a general power
Q&A

This Q&A addresses whether an attorney who has obtained a grant on behalf of an executor under a general power of attorney can cease acting..

Can an executor dispute the terms of a Will?
Can an executor dispute the terms of a Will?
Q&A

The Q&A considers whether an executor is able to challenge the terms of a Will.

Does a potential beneficiary of a NRB discretionary trust have the right to see the Trust Accounts as
Does a potential beneficiary of a NRB discretionary trust have the right to see the Trust Accounts as
Q&A

This Q&A considers whether a potential beneficiary of a NRB discretionary trust has the right to see the Trust Accounts as opposed to the Estate Accounts.

If a Scottish confirmation certificate is obtained by the executor for a deceased's estate, does this
If a Scottish confirmation certificate is obtained by the executor for a deceased's estate, does this
Q&A

This Q&A considers whether obtaining a Scottish confirmation certificate would allow an executor for a deceased's estate to administer the estates assets that are in England and Wales.

If personal representatives exercise their power of appropriation over the deceased’s land, what
If personal representatives exercise their power of appropriation over the deceased’s land, what
Q&A

This Q&A considers what formalities are required where land is appropriated by the personal representatives of the deceased.

If there is an unsecured debt against an estate where the sole asset is a jointly held property, is there
If there is an unsecured debt against an estate where the sole asset is a jointly held property, is there
Q&A

This Q&A considers how an unsecured debt in an estate containing a jointly owned property is treated if the property is held as tenants in common or alternatively as beneficial joint tenants.

Section 36(9) of the Trustee Act 1925 provides: (9) Where a trustee lacks capacity to exercise their
Section 36(9) of the Trustee Act 1925 provides: (9) Where a trustee lacks capacity to exercise their
Q&A

This Q&A looks at section 36(9) of the Trustee Act 1925 and considers what ‘entitled in possession to some beneficial interest in the trust property’ means.

T left a life interest in T's share of a property to T's spouse, S. S's new partner, P now resides in the
T left a life interest in T's share of a property to T's spouse, S. S's new partner, P now resides in the
Q&A

This Q&A considers the rights of the partner of a life tenant of a share of a property to reside in that property with the life tenant.

The deceased made a Will appointing A as executor and a later Will appointing B and C as executors. A has
The deceased made a Will appointing A as executor and a later Will appointing B and C as executors. A has
Q&A

This Q&A considers the scenario where the deceased made two Wills and the individuals appointed under both Wills have applied for the grant of probate, even though the individual appointed under the first Will acknowledges that the later Will is the last valid Will of the deceased. A caveat has been lodged by the executors of the last Will of the deceased. This Q&A considers what action the executors appointed by the last Will can take in order to obtain the grant themselves in these circumstances.

What is the process to apply for a grant of probate where a previous grant of probate for the same estate
What is the process to apply for a grant of probate where a previous grant of probate for the same estate
Q&A

This Q&A considers the process of applying for a grant where a previous grant for probate for the same estate has been revoked.

What rights does a residuary beneficiary have to challenge a firm’s professional charges for acting in
What rights does a residuary beneficiary have to challenge a firm’s professional charges for acting in
Q&A

This Q&A considers whether a residuary beneficiary may challenge a firm’s professional charges for administering an estate on behalf of lay executors where the executors have already approved the invoice.

When is it appropriate for the Deputy to disclose a Patient’s Will?
When is it appropriate for the Deputy to disclose a Patient’s Will?
Q&A

This Q&A considers when it is appropriate for the Deputy to disclose a Patient’s Will.

When it comes to applying for probate, should a personal representative who questions the validity of the
When it comes to applying for probate, should a personal representative who questions the validity of the
Q&A

This Q&A considers whether a personal representative who questions the validity of the Will and believes the last Will to be invalid should accept or refuse probate and what other action can be taken, including lodging a caveat and commencing a probate claim.

When serving an option to purchase notice on landlords (who are trustees of a trust of land), two of whom
When serving an option to purchase notice on landlords (who are trustees of a trust of land), two of whom
Q&A

This Q&A considers whether notice needs to be served on the executors of deceased trustees of a trust of land.

Where a Will leaves the residuary estate to A only, and a deed of variation of the Will is executed by A
Where a Will leaves the residuary estate to A only, and a deed of variation of the Will is executed by A
Q&A

This Q&A question considers the position of the beneficiaries of an estate further to a deed of variation where the Will is subsequently declared invalid.

Practice Area

Panel

  • Q&A Panel

Qualified Year

  • 2009

Membership

  • Association of Contentious Trusts and Probate Specialists
  • Association Internationale des Jeunes Avocats

Education

  • BPP Law School 2004 to 2006
  • University of Warwick 1998 to 2002

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