Beatrice Calderbank Solicitors in Henley, Oxfordshire
Beatrice specialises in issues arising in connection with trusts, estates and the Court of Protection to prevent, minimise, resolve and, if necessary, litigate disputes.
• Disputes in connection with wills include proprietary estoppel claims, claims under the Inheritance (Provision for Family and Dependants Act) 1975, validity issues (including testamentary capacity, undue influence, fraud, and forgery), rectification, construction and misappropriation of estate assets.
• Issues in connection with trusts include setting aside trustees’ decisions, trusts in divorce, seeking Court approval of trustee decisions, variation and termination of trusts, rectification and construction, fraud and tracing.
• Beatrice can also help if you are facing a civil or criminal tax investigation, or if you are charged with a criminal or road traffic offence.
Beatrice joined Mercers as an associate solicitor in the firm’s Litigation Department in August 2017 having previously worked for over 8 years at Withers, the highly regarded London private client firm.
Beatrice graduated with an honours degree in Law from Cardiff University, where she remained for the Legal Practice Course.
Beatrice trained at a regional firm, predominantly assisting individuals with legally aided and privately funded criminal defence and private client work. Beatrice qualified as a solicitor in September 2007, remaining for a year post qualification in the private client team, and continuing with police station representation. This was followed by a short but valuable stint at a regional criminal defence firm, where Beatrice was able to practice her court advocacy.
In 2008, Beatrice moved to Withers where she specialised in domestic and international dispute resolution involving wills, trusts, elder abuse, the Court of Protection and tax investigations, acting for charities, private individuals, and trust officers and organisations.
JF and MF v Hexagon Investments Limited , in which the Cayman Grand Court considered whether transfers had been made onto trust which would have given rise to a significant tax liability.
A 2014 reported case in which an account was taken of a professional trustees’ fees.
Fischer v Diffley  EWHC 4567, a dispute concerning the validity of a will in which the claimants alleged the deceased lacked testamentary capacity.
Acting for the trustees from the first instance to the Supreme Court in the Hastings Bass matter of Futter v Futter  UKSC 26 in their application to set aside an advancement as a result of incorrect tax advice.
RBS Coutts (Cayman) Ltd v W and Others  (2) CILR 348, a landmark case on trusts in divorce and Cayman firewall legislation.
What clients have said about Beatrice
“I am ever so grateful for your advice and guidance. We simply would not be at this point without your tenacity and patience!” - Mr D of Worcestershire
“Four solicitors thought our case was a lost cause, and it was only Mercers that were willing to take it on. It was explained to us from the outset the difficulties that might arise and they fully explained why the case would be difficult. But ‘there is always more than one way to skin a cat’. And Beatrice found it and won our case for us. Can’t recommend them enough. We are still over the moon!” - Mr & Mrs P, Leicester
“Finally, belatedly, thank you for drafting the last masterpiece letter you prepared in such a short period of time. It was excellent and the best letter of its type I have seen in my years of practicing… I think that is down to your careful marshalling of the relevant points. We appreciate your hard work on this … I am sure you will work your magic again [in your final version].” - Mr J, Miami
“I am immensely grateful to you for your help, and was impressed by your grasp of detail and also your crisp advice.” - Mr B, Oxfordshire