Kate is an associate in our Contentious Probate and Trusts team.
Kate represents private clients, trustees, executors, and charities in a broad spectrum of contentious probate and trusts matters, including inheritance, will, and trust disputes. She is a full member of the Association of Contentious Trust and Probate Specialists.
Kate advises on a wide range of issues, including challenges to the validity of wills and trusts with the removal of executors and trustees. She also handles claims under the Inheritance (Provision for Family and Dependants) Act 1975 and is experienced in dealing with claims involving proprietary rights, proprietary estoppel and mismanagement or maladministration of trusts and estates.
Kate has experience advising on charitable disputes and the rectification of wills and trusts and has been involved in the following reported trust and charity cases:
- Acting for the Trustees in Viavi Solutions UK Ltd v Viavi Solutions Pension Trustee UK Ltd and another [2022] EWHC 2565 (Ch), Shannan and others v Viavi Solutions UK Limited [2018] EWCA Civ 681 and earlier High Court cases relating to rectification and the construction and validity of pension trust documents.
- Acting for the successful Defendants in Fafalios and others v Apodiacos and others [2020] EWHC 1189 (Ch), a case which considered the validity and interpretation of charitable trusts and cy près issues.
Kate is based in the Bristol office but can support you nationally.
“Kate Ward is a very bright and hardworking lawyer who ensures that every possible angle is covered on the case. Has excellent intellect too.”
What you might like to know
Outside work, Kate enjoys crossfit, skiing and playing at her local bridge club.
Other teams Kate works with
Kate works alongside our nationally acclaimed Charity Law and Governance team and our Estates, Tax and Trusts team.
