Spouse Awarded £8m Inheritance After £16m Claim
Spouse’s £8m inheritance award significantly lower than amount claimed High value inheritance claims against an estate can be particularly...
Read moreKatie is a Partner and Head of Private Client Disputes.
She is a highly experienced solicitor specialising in Contentious Trusts and Probate matters.
The types of cases Katie deals with include, but are not limited to, applications under the Inheritance (Provisions for Family and Dependents) Act 1975, challenging the validity and structure of wills and trusts, claims for breach of trust and disputes arising between executors/trustees, beneficiaries and third parties. These types of disputes give rise to professional negligence claims and claims under the Trusts of Land and Appointment of Trustees Act (ToLaTA), which Katie also has wide experience in. Katie undertakes Court of Protection work, such as obtaining Lasting Power of Attorneys and issues arising from the same, Statutory Will applications and making and contesting Deputyship applications.
Many of Katie’s cases involve international elements and cross-border issues. Katie has experience dealing with various jurisdictions, including Scotland, France, Spain and India.
Awards and memberships
Katie is a member of the Society of Trust and Estate Practitioners (STEP) and is a STEP Technician. She is also a member of the ConTra, a Contentious Trusts Association for Lawyers and a full member of the Association of Contentious Trust and Probate Specialists (ACTAPS). Katie is a member of Solicitors for the Elderly (SFE) and was awarded the SFE Older Client Care Practice Award in November 2020.
Personal Interests
Katie enjoys socialising with her family and friends in her spare time, cooking and travelling.
Practice head Katie de Swarte specialises in contentious trust, estate, inheritance, and Court of Protection matters involving jurisdictions such as Scotland, France, Spain, India, Cyprus, and Greece.
Katie de Swarte is hardworking and personable. She leads her team by example. She has great instincts for practical resolutions to disputes.
Katie de Swarte is really good. She is really technical and very collegiate.
Katie cares about her clients and works hard to get them a good result.
Katie de Swarte is an experienced specialist.
See more quotes and Katie de Swarte’s profile on Legal 500 and Chambers & Partners.
Spouse’s £8m inheritance award significantly lower than amount claimed High value inheritance claims against an estate can be particularly...
Read moreContested Probate: when family members misuse LPAs for financial gain Executors and trustees have important legal and fiduciary duties towards...
Read moreMatyas v Daniel & ors [2026] EWHC 1368 (Ch) If a claim for reasonable financial provision against an estate is made after 6...
Read moreSeeking an executor’s removal is an inappropriate way to secure a remedy If you are considering legal proceedings against...
Read moreDeclarations of trust over London properties found to be a ‘sham’ Property trusts are a legal tool often utilised to...
Read moreTrustees removed because of hostility towards beneficiaries When administrating a trust, the trustees manage the assets and therefore owe far-reaching...
Read moreWhy probate claims are increasing and what this means to families The chances of being involved in probate disputes are...
Read moreA 74-year-old man who was disinherited from his mother’s will has been awarded 25% of her estate. The ruling could...
Read moreJustice for a daughter: High Court rejects fraudulent will in probate disputes In this recent High Court decision [Khatun v...
Read moreOur Head of Private Client Disputes Katie de Swarte, recently spoke to Channel 5 News about an issue affecting savers across...
Read moreThe perils of using an unqualified will-writer: don’t risk the fallout If you’re tempted to use an unqualified...
Read moreContesting a will due to dementia The contested wills and probate team at Osbornes Law represents clients involved in all...
Read moreForeign judgment setting aside English will could not be registered and enforced in England The contested probate team at Osbornes...
Read moreDaughter’s claim for payment for late mother’s care succeeds A judge has allowed a woman’s contractual claim...
Read moreTrustees: Supreme Court confirms ‘no change’ to ‘no-profit’ rule for fiduciaries The contested probate and trusts team at Osbornes Law...
Read moreWhen loved ones fall out over an unclear will When someone dies, even the strongest family relationship can come under...
Read moreHigh Court validates gift made during Covid lockdown in Will Dispute In what may be one of the first covid...
Read moreWhy choose mediation for contested probate? At Osbornes, we understand that probate litigation is often highly emotive. Unfortunately, there is...
Read moreSummary: A handwritten will can be legally valid in England and Wales It must still comply with the legal requirements...
Read moreWill fraud and forged wills are increasingly common. If the contents of a will comes as a surprise, then one...
Read moreWhat is Estoppel? In general terms, estoppels operate where one party has acted on the basis of a statement made...
Read moreWhen setting up or running a trust it’s important to know what the trustees duties are. Trustees are key...
Read moreWhat is a deed of variation? A deed of variation is a legal document which can be used to alter...
Read moreProperty rights are not always clear-cut. Sometimes, a person who does not legally own a property could be entitled to...
Read more