Simon Pedley

Position: Partner
Phone: +(44)(0)161 234 8718
Mobile: +(44)(0)7788 978709

What can I do for you?

I am a dispute resolution specialist, dealing with corporate/commercial disputes and contested trusts and estates, working principally in our Northern offices, but across the firm generally. I have particular expertise in resolving issues in the charitable, private wealth and sport sectors. Commercial matters where I can help include shareholder disputes, breach of warranty claims, corporate governance matters, procurement disputes and general commercial problems. In the contentious trusts and estates field, I have expertise in all sorts of disputes for trustees, beneficiaries and affected third parties. I regularly act for charity clients in relation to regulatory matters (serious incident reports, dealing with the Charity Commission), advising in relation to constitutional issues, assisting trustees in understanding their duties and responsibilities, and helping resolve commercial disputes and contentious legacy and trust matters. I also act for sports people and sports bodies in litigation of all sorts, including negligence claims against advisers, tax disputes and wider commercial disputes.

Supporting my clients’ objectives

A recent highlight has been acting  for one of the parties in a hard fought and significant derivative action in relation to a valuable family-owned property company. The decision at the stage when the court granted permission to the claimant to continue with the claim is an interesting and significant authority looking in detail at when such a claimant might expect an indemnity from company funds for the litigation - Bhullar v Bhullar & others (2015).

In the private wealth sphere, in the Kennedy v Kennedy case I recently obtained a positive and interesting judgment (breaking some new legal ground) for the trustees of a high net worth businessman’s family trust, setting aside a transaction where bad advice had led to a substantial and entirely avoidable tax charge. We also managed to achieve a very satisfactory outcome against the professionals who caused the problem.

The Burns v Burns decision in the Court of Appeal has proved to be an interesting and much-commented upon case demonstrating how even a very elderly testator with badly failing memory can still be deemed to have capacity to make a simple will.

In the charity sphere, I have recently been advising the trustees of a major philanthropic charity in relation to a serious incident report and updates to the Charity Commission. I assist those trustees independently fulfil their duties in the context of proposed legal proceedings involving the charity, and navigating some difficult conflicts of interest.

What do others say?

I’m proud to have been recognised as a leader in my field by Chambers UK, Legal 500 and Citywealth, which say I bring “detailed legal knowledge, authority, gravitas and commercial nous to the table”. I’m most proud that they quote clients saying I am “easy to talk to and a pleasure to deal with” and that I know “how to find solutions to problems and [am] a creative thinker”. The contentious trust and probate team is ranked first in the North West.

What else should you know?

I am a member of the Association of Contentious Trust and Probate Specialists, the Society of Trust and Estate Practitioners, the Chartered Institute of Arbitrators and the Solicitors’ Association of Higher Court Advocates. I am happy to deliver seminars or talks on any areas of specialism to all clients.