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Joanna Poole

Partner | Farrer & Co

Office Location: England and Wales

Jurisdiction

England and Wales

Top Specialisms

Estates: Contentious

Probate

Trusts: Contentious

Professional Biography

Joanna advises trustees, beneficiaries and charities on the full range of onshore and offshore contentious trusts and estates matters. Clients come to Joanna for assistance with the full range of trust disputes. probate claims, claims under the Inheritance (Provision for Family and Dependents) Act 1975, constructive trust claims, proprietary estoppel claims and breach of trust claims. She has particular experience of defending the validity of trusts against third party attacks on grounds such as sham. She also advises on professional negligence claims against trustees, lawyers and accountants where there is a trust or estates angle. Her offshore work has seen her advise in relation to disputes in Jersey, Switzerland, Nevis, the Cayman Islands, BVI, Cyprus, Bahamas, Italy, Denmark, UAE, and KSR.

Question : What drew you to specialise in private client law/ wealth advisory?

Answer: The wonderful mix of interesting and constantly developing law alongside the human interest element that many of our cases bring where we met a very broad range of fascinating and interesting clients

Question : For lawyers entering private client law, what are key skills you think are essential?

Answer: Being able to see the bigger picture, especially in the context of disputes involving family members where preserving relationships may be as important as financial considerations.

Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?

Answer: Whether trust arbitration takes off.

Question : Where is your favourite place to take a peer for a cocktail or coffee?

Answer: The Connaught Bar is always a treat!