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Roberta Harvey

Partner, Head of Contentious Trusts and Estates  |  Forsters

England and Wales


Contentious trust and estates – domestic and international


What has been the highlight of your practice over the past 12 months?

I managed a successful application to vary the terms of an offshore settlement, which held as its sole asset, a majority shareholding in a large family business valued at approximately £3.3 billion, which had been held within the family for multiple generations. The purpose of the application was to introduce a new provision to the trust deed, which restricted the obligation on the trustees to diversify the investment of the trust fund.

What advice would you give rising stars/new lawyers in the private client world?

I would advise them to develop their knowledge and experience of international legal developments and raise their profile in both England and offshore jurisdictions to build strong professional relationships.

What is your favourite quote?

“However difficult life may seem, there is always something you can do and succeed at." Stephen Hawking.