10 Essex Street
London WC2R 3AA
Email Julia Beer
020 7420 9500
Julia is a Chancery practitioner dealing mainly with contentious litigation in the Chancery Division, with particular expertise in Trusts; contentious probate and administration; company and shareholder disputes.
She is part of a high profile team of silks and juniors presenting an offshore seminar in Cayman in May 2016 representing the Chancery Bar Association, on the use and abuse of director and shareholder powers.
Key aspects of Julia’s practice typically include acting for trustees/executors and beneficiaries of high value Estates and onshore and offshore trusts; cross border succession disputes; claims under the Inheritance (Provision for Family and Dependants) Act; Domicile disputes; Claims pursuant to TOLATA and Trusts of property. In addition she has considerable experience advising on Property and Affairs where the Court of Protection is seized with jurisdiction and is an editor of the Court of Protection Law Reports. She has co-authored the 5th edition of Rossdale Probate and Administration (publication awaited) and is a member of STEP Central London.
Julia is experienced at intervening on behalf of companies, trustees and creditors in the Family Division in Financial Remedy Proceedings. She frequently advises directors and shareholders of family businesses caught up in matrimonial proceedings typically on share division; income and voting rights; minority shareholdings and ownership of assets.
Her expertise in this field is recognised by the fact that since 2012 Julia has been the author of the Unfair Prejudice Chapter for the leading text Gore Browne on Companies.
Recent cases include;
–Re K (confidential). Acting for a minor and working with Belgian and Swedish attorneys on complex cross border succession. Costs order in Swedish litigation biting against Belgian estate of which minor was sole beneficiary. Specific Issue Order sought to disclaim on behalf of the child pursuant to S8 Children Act 1989.
–Re B (Deceased). Acting for ‘second’ wife in an alleged Islamic marriage and her son in a claim under the 1975 Act. The principal beneficiaries being the British ‘first’ wife and family. Cultural evidence on Sharia Law.
–Re A (Deceased). Defending a claim raised by previously unknown creditor against the Estate – acting for Administrator and beneficiaries. Counterclaim of intermeddling.
–Re W Trusts. Seven inter related high value trust funds where a trustee has lost capacity. Permission being sought from the Court of Protection to remove and replace the Trustee in circumstances where the trustee is also the beneficiary with an IIP.
–Re P (Deceased). Representing Trustees on their application to ‘save’ the charitable status of legacies and the gift of residuary estate. Advising on construction of the will trust and seeking court’s ruling.
–Re M Settlement Trusts. Advising the lead beneficiary on trustees application to rely upon exoneration clause and to effect a variation of the multi million pound family trust with offshore funds and shareholders.
K v A & Ors  EWHC Fam Charles J (Enforcement)
K v A & Ors  EWHC 1639 (Fam) Charles J
K v A & Ors EWHC 788(Fam) – Charles J
Acting unusually for the wife with 7 interveners including the Official Receiver. The main issues for trial were the effect of the Islamic marriage; the beneficial ownership of one trading and two property holding companies; the dilution of the wife’s minority shareholding; breach of the director’s fiduciary duties; and freezing the companies’ assets.
P v W & P Ltd  (Fam) – Coleridge J
Representing Defendants in claims made over beneficial interest in shareholding of family company and the quasi family home under TOLATA 1996 arising out of a rectification argument. Issues included advising the company on share buy-back settlement proposals and tax consequences.
F v F & Ors  EWHC (Fam) – Mostyn J
Representing parent and subsidiary companies as intervener. Complex inter-company loan structures. Successfully defending the companies’ assets from allegations of sham and the wife’s claims that the companies’ assets were ‘property’ to which H was entitled to within the meaning of S24(1)(a) MCA 1973.
Liddle v Cree  EWHC 3294 (Ch) – Briggs J
Claim to set aside the division of a farm and various land parcels following breakdown of farming partnership. Advancing claim of undue influence and abuse of the relationship of trust and confidence during the relationship. Satellite issues arising from the winding up of the farming partnership.
Sagicor General Insurance (Cayman) Ltd -v- Crawford Adjusters Ltd  CILR 19 & 482
Led by Michael Todd QC in Cayman Grand Court representing loss adjuster and project management company defending claims of breach of directors duties; breaches of contract; fraud and conspiracy. Pleading Counterclaim for tort of Malicious prosecution for civil proceedings with eventual success in the Privy Council  UKPC 17 NB did not represent client in CC hearing because of funding difficulties.
Amey Infrastructure v Cumbria County Council .
Worked as a team of 7 counsel in a high value construction contractual dispute in the preparation of the defence and £22 million counterclaim.
STEP Central London
Chancery Bar Association
Family Law Bar Association