Ms Roberta Harvey

Roberta Harvey

Lawyer biography

Roberta is highly skilled in conducting trust-based disputes in numerous offshore and domestic jurisdictions. She advises trustees, protectors, and beneficiaries. Her recent track record includes worldwide freezing injunctions, disclosure, asset tracing and recovery, validity issues, breach of trust, and Hasting Bass applications.

She also has significant experience in advising personal representatives, beneficiaries and charities in will and estate disputes. Roberta uses her deep knowledge of acting on contentious matters to advise trustees and settlors on risk management when establishing trusts. She also works closely with Forsters' highly regarded Family team with the preparation of pre and post nuptial agreements. Roberta has higher rights of audience. She is also co-founder of the "Fresh Perspectives" annual trust litigation conference.

Roberta joined Forsters in January 2019.


Updates

Private Client & Offshore Services

Judge rules that parties cannot be forced to engage in ADR procedures
United Kingdom | 04 July 2019

The High Court recently ruled that parties cannot be ordered to engage in early neutral evaluation or financial dispute resolution procedures where one party objects to doing so. The case in question centred on a claim brought by a widow under the Inheritance (Provision for Family and Dependants) Act against her late husband's estate and two lifetime trusts. The claimant sought variation of the trusts in order to meet her reasonable needs, but her stepson strongly resisted her claim.

Court U-turn in approach to 'out of time' inheritance act claims
United Kingdom | 04 April 2019

Shortly after rejecting a claim under the Inheritance (Provision for Family and Dependants) Act outside the statutory six-month time limit, the High Court of Justice allowed a claim to be brought 25 years and nine months after the deadline. As the statutory deadline had passed, the court exercised its discretion in favour of the claimant based on, among other things, the merits of her claim and the fact that refusing the application would leave her with no benefit from the estate and effectively homeless.