Annie Ward

Contact

Expertise

Family Finance

Annie specialises in medium to big money cases that involve issues such as financial conduct, overseas and domestic trusts, third party property interests, company shares and share options, family businesses, and inherited wealth. She regularly acts in related areas such as variation of orders, applications to set orders aside, freezing injunctions (County Court and High Court, UK and worldwide) and enforcement.  Annie has also conducted claims in relation to matrimonial finance after the death of a spouse, and has been involved in securing the intervention of the Queen’s Proctor to help set aside a consent order.

Inheritance, Wills and Probate

Annie has a real depth of experience in contentious probate cases, Inheritance (Provision for Family and Dependants) Act 1975 claims and Court of Protection matters. She has specialised in this area for the last 15 years from initial written advice right through to trials and appeals in both the County Court and the Chancery Division. Whether representing claimants or defendants, experienced professional executors or charities, Annie can bring a wealth of knowledge and experience born of her court room and advisory practise. This is principally where she may stand out from Chancery counsel, in that her matrimonial practice gives her day in day out court room advocacy experience which many chancery practitioners simply do not have. She is therefore someone who combines an in depth knowledge of this complex area of the law with a pragmatic negotiating style.

 

Her keys areas of expertise are:

 

Contentious probate: challenging will validity due to a lack of testamentary capacity, undue influence or want of knowledge and approval

Inheritance Act claims: the full range of claims, representing both sides

Court of Protection:  statutory will and deputyship applications

 

As an ADR accredited mediator, and mediation advocate, Annie is increasingly resolving disputes before they get to trial. She is effective at mediations because she is focussed on the solution and not the complexities of the problem. Her ability to cut through out the dead wood and concentrate on the real issues, has earned her a reputation as a solid and client friendly deal-maker.  

Children Private Law

Annie takes on the more complex private law cases, usually involving 9.5 Guardians, a complete breakdown in contact, a hostile parent or parents, or some other unusual feature.  These include; applications for permission to remove a child permanently from the jurisdiction, contact orders for grandparents, residence orders for grandparents or other non-parents, specific issue orders in relation to schooling, change of name, faith requirements and holidays, special Guardianship orders, and ‘Fathers for Justice’ style cases both for and against.

Alternative Dispute Resolution

As an ADR accredited mediator, and mediation advocate, Annie is increasingly resolving disputes before they get to trial. She is effective at mediations because she is focussed on the solution and not the complexities of the problem. Her ability to cut through out the dead wood and concentrate on the real issues, has earned her a reputation as a solid and client friendly deal-maker.  

Overview

Year of call: 1997
Areas of specialism:
  • Alternative Dispute Resolution
  • Children Private Law
  • Court of Protection
  • Family Finance
  • Inheritance, Wills and Probate
  • Property
  • Public Access and Direct Access
Qualifications:
  • BA (Hons)
  • PGCE
  • MA
  • CPE
  • BVC
Professional activities:
  • Annie is a regular speaker at seminars on Inheritance Act and related claims
Notable Cases:
  • E v E [2006] EWCA Civ 843 / [2006] 2 FLR 1228 (Shared residence, relocation within the UK)
  • Vaughan v Vaughan [2007] EWCA Civ 1085/ [2008] 1 FLR 1108 (Financial conduct, inclusion of pension CETVs when assessing percentage split of assets, clean break)
  • B v B [2008] EWCA Civ 284 / [2008] 1 FLR (fast reporting) (contributions, inherited wealth)
  • Hall v Hall [2008] EWCA Civ 350 (setting aside “depth charge” orders in cases where one party is non-compliant)