Contact details

Jenny McKeown

T: +44 20 7809 2172 Email Jenny | Vcard Office: London

Awards

Pension litigation and Private client: Contentious trusts

Pension litigation and Private client: Contentious trusts

Private wealth disputes

Private wealth disputes

Jenny McKeown Partner

Contact details

Jenny McKeown

Jenny McKeown
Partner

T: +44 20 7809 2172 Email Jenny | Vcard Office: London

Jenny is an established name in the contentious trusts arena, widely recognised for her experience in complex, high value, trust disputes in the private wealth, pensions, banking and financial services sectors (both onshore and offshore).  She acts for corporates, trustees, financial services firms, financial institutions, insurers and private individuals.
  • Profile
  • Services
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Jenny has acted on a number of high profile claims and trust disputes both onshore and offshore.  Her experience ranges from advising on technical areas of rectification and construction of trust documentation to applications for disclosure of information and seeking to hold trustees to account.

Jenny has particular expertise in professional negligence claims against trustee advisors and representing trustees in fraud proceedings.

Jenny is valued by clients for bringing a commercial and pragmatic approach to complex legal issues.  She also has extensive experience of third party litigation funding and insurance arrangements and recovering assets obtained in breach of trust.

Jenny is ranked as a leading individual in Contentious Trust and Probate and Pensions Litigation in Legal 500 UK and as a Notable Practitioner in both in Chambers & Partners UK.

She is regularly asked to speak at conferences on topical issues and has written a number of published articles.  

"Superb - terribly bright and has everything thoroughly covered. It's great to work with her

Chambers UK 2017
  • Trusts and fiduciary services
  • Pensions dispute resolution
  • Professional and management liability
  • Fraud and asset tracing
  • Banking and financial services litigation

Jenny’s practice covers acting for both private individuals and trustees in complex high value trust disputes, often in a fraud context. Jenny has particular expertise in applications to construe, rectify and vary trust documents.

Zorin Sachak Khan & Others v Gany Holdings (PTC) [Civil Appeal BVIHCMAP 2014/0018]

Acting for three beneficiaries of a family trust in a claim for an account and removal of trustee where substantial assets have been misappropriated from the Trust.

Theta Investments Ltd v Rysaffe & Others [CL-HC-2014-000840]

Acting for a trustee defending the validity of an assignment of proceeds of sale into a trust and the validity of the trust. Advising the trustee on compliance with freezing orders.

Rectification Application

Acting for the Trustees of a large family trust in an application to resolve the issue of whether or not the settlor’s wife obtained an entitlement to the income of the Trust following the death of the Settlor.

Application to vary a Trust

Acting for the adult beneficiaries in an application to vary a number of family trusts where the paternity and beneficial status of a family member is uncertain.

Negligent investment of trust assets

Advising the beneficiaries of a family trust on claims against the trustee for negligent investment of trust assets.

Application for Letter of Request

Successfully obtaining an order for a Letter of Request asking the English Court to order the deposition of a partner of a leading law firm in relation to confidential files and information to assist in determining the assets of a trust.

Application for pre-trial Norwich Pharmacal Orders in the BVI

Obtaining disclosure from BVI company registered agents to identify and trace assets belonging to a trust.

Probate dispute

Acting for the partner of a high profile deceased in connection with a dispute over chattels left to her under the deceased’s will.

Removal application

Acting for the trustee in relation to a claim for mismanagement of trust investments and expenses and a claim for removal of the trustee.

Probate dispute

Advising on jurisdiction issues in relation to a potential dispute and subsequent division of certain high value memorabilia assets between beneficiaries located in different jurisdictions.

More: Trusts and fiduciary services

Jenny acts for corporates, trustees, financial services firms, law firms, insurers and representative beneficiaries in all aspects of pensions litigation with a particular expertise in applications to construe or rectify trust documents and defending professional negligence claims against advisers.

Danks & Others v QinetiQ Holdings Ltd & Others HC11C04105 [2012] EWHC 570 (CH)

Acting for the Representative Beneficiary in a Part 8 Application to determine whether the scheme documentation could be amended to change the basis of indexation from RPI to CPI.

Unomedical Pension Plan v Sedgwick Financial Services Ltd & Others HC11C041163

Defending a professional negligence claim for a purported failed equalisation of benefits.

Honda Motor Europe Ltd & Another v Powell & Another

Acting for the sponsoring employer in an application to rectify scheme documentation to record the agreed benefits to be provided to a category of pension scheme members.

Negligent drafting of pension scheme documents

Acting for a major UK law firm and its professional indemnity insurers in relation to claims made against it in connection with pensions advice.

Unauthorised payments

Advising the Trustees of a pension scheme in relation to a dispute with a spouse of one of the deceased members over payments made in breach of trust to the spouse.

Failed Equalisation of benefits

Advising a household name on the effectiveness of the implementation of equalisation of benefits for its UK pension scheme and the steps to be taken to rectify the position.

More: Pensions dispute resolution

Jenny has experience of acting for both Claimants and Defendants in professional liability claims and is particularly experienced in claims in a pensions, private wealth, tax and contentious probate context.

Unomedical Pension Plan v Sedgwick Financial Services Ltd & Others HC11C041163

Defending a professional negligence claim for a purported failed equalisation of benefits.

Negligent investment of trust assets

Advising the beneficiaries of a family trust on claims against the trustee for negligent investment of trust assets.

Negligent drafting of pension scheme documents

Acting for a major UK law firm and its professional indemnity insurers in relation to claims made against it in connection with pensions advice.

Negligent extension of lease

Advising an individual on a claim against a major law firm for a negligent extension of a lease on a high value prime residential property.

Negligent sale and purchase agreement

Advising a major US bank on a claim against its former legal advisors for negligent drafting of contractual indemnities in a share sale and purchase agreement.

Negligent drafting of Life Interest Trust

Acting for the Trustees of a Life Interest Trust in a claim against a major law firm and accountants for negligent drafting of a trust deed.

Negligent tax advice

Advising a major investment company on potential claims against a major law firm and auditors for negligent advice on structuring and auditing investment vehicles.

More: Professional and management liability

As a contentious trust expert, Jenny is experienced in representing trustees and beneficiaries in proceedings involving fraud and is experienced in asset tracing.

Zorin Sachak Khan & Others v Gany Holdings (PTC) [Civil Appeal BVIHCMAP 2014/0018]

Acting for three beneficiaries of a family trust in a claim for an account and removal of a trustee where substantial assets have been misappropriated from the Trust.

Theta Investments Ltd v Rysaffe & Others [CL-HC-2014-000840]

Acting for a trustee defending the validity of an assignment of proceeds of sale into a trust and the validity of the trust. Advising the trustee on compliance with freezing orders.

Application for Letter of Request

Successfully obtaining an order for a Letter of Request asking the English Court to order the deposition of a partner of a leading law firm in relation to confidential files and information to assist in determining the assets of a trust.

Application for pre-trial Norwich Pharmacal Orders in the BVI

Obtaining disclosure from BVI company registered agents to identify and trace assets belonging to a trust.

More: Fraud and asset tracing

Jenny specialises in representing corporate finance trustees in Part 7 and 8 Proceedings and Arbitrations. She also advises and guides corporate finance trustees and other advisers through remediation exercises.

BNY Mellon Corporate Trustee Services Ltd v Taberna Europe CPO Plc & Barclays Bank Plc [FL-2015-000005 (CH)]

Acting for the Security Trustee in Part 8 proceedings in the Financial List of the Chancery Division seeking a declaration as to whether an Event of Default has occurred.

CBRE Loan Servicing Limited v Gemini (Eclipse 2006-3) & Others [2015] 2769 (CH)

Acting for the cash manager in Part 8 Proceedings to construe unclear provisions of the Cash Manager Agreement.

Acting for the security trustee in an ICC arbitration

Representing the security trustee in a high value contractual dispute between the Borrower and the main engineering and construction company engaged as a contractor in the project.

Acting for the security trustee on potential breaches of loan warranty

Advising the security trustee on steps to take following notification of potential breaches of Loan Warranty by the special servicer.

Acting for the security trustee on potential claims under a credit default swap

– which included looking at whether the Notes had been validly cancelled.

Acting for the Paying Agent in relation to calculation issues that arose following the change in definition of LIBOR

Advising the Paying Agent on remediation and communication exercise.

More: Banking and financial services litigation

  • Private wealth
  • Banks and banking
  • Professional services
  • Pensions

Jenny’s practice covers acting for both private individuals and trustees in complex high value trust disputes, often in a fraud context. Jenny has particular expertise in applications to construe, rectify and vary trust documents.

Zorin Sachak Khan & Others v Gany Holdings (PTC) [Civil Appeal BVIHCMAP 2014/0018]

Acting for three beneficiaries of a family trust in a claim for an account and removal of a trustee where substantial assets have been misappropriated from the Trust.

Theta Investments Ltd v Rysaffe & Others [CL-HC-2014-000840]

Acting for a trustee defending the validity of an assignment of proceeds of sale into a trust and the validity of the trust. Advising the trustee on compliance with freezing orders.

Rectification Application

Acting for the Trustees of a large family trust in an application to resolve the issue of whether or not the settlor’s wife obtained an entitlement to the income of the Trust following the death of the Settlor.

Application to vary a Trust

Acting for the adult beneficiaries in an application to vary a number of family trusts where the paternity and beneficial status of a family member is uncertain.

Negligent investment of trust assets

Advising the beneficiaries of a family trust on claims against the trustee for negligent investment of trust assets.

Application for Letter of Request

Successfully obtaining an order for a Letter of Request asking the English Court to order the deposition of a partner of a leading law firm in relation to confidential files and information to assist in determining the assets of a trust.

Application for pre-trial Norwich Pharmacal Orders in the BVI

Obtaining disclosure from BVI company registered agents to identify and trace assets belonging to a trust.

Probate dispute

Acting for the partner of a high profile deceased in connection with a dispute over chattels left to her under the deceased’s will.

Removal application

Acting for the trustee in relation to a claim for mismanagement of trust investments and expenses and a claim for removal of the trustee.

Probate dispute

Advising on jurisdiction issues in relation to a potential dispute and subsequent division of certain high value memorabilia assets between beneficiaries located in different jurisdictions.

More: Private wealth

Jenny specialises in representing corporate finance trustees in Part 7 and 8 Proceedings and Arbitrations. She also advises and guides corporate finance trustees and other advisers through remediation exercises.

BNY Mellon Corporate Trustee Services Ltd v Taberna Europe CPO Plc & Barclays Bank Plc [FL-2015-000005]

Acting for the Security Trustee in Part 8 proceedings in the Financial List of the Chancery Division seeking a declaration as to whether an Event of Default has occurred.

CBRE Loan Servicing Limited v Gemini (Eclipse 2006-3) & Others [2015] 2769 (CH)

Acting for the cash manager in Part 8 Proceedings to construe unclear provisions of the Cash Manager Agreement.

Acting for the security trustee in an ICC arbitration

Representing the security trustee in a high value contractual dispute between the Borrower and the main engineering and construction company engaged as a contractor in the project.

Acting for the security trustee on potential breaches of loan warranty

Advising the security trustee on steps to take following notification of potential breaches of Loan Warranty by the special servicer.

Acting for the security trustee on potential claims under a credit default swap

which included looking at whether the Notes had been validly cancelled.

Acting for the Paying Agent in relation to calculation issues that arose following the change in definition of LIBOR

Advising the Paying Agent on remediation and communication exercise.

More: Banks and banking

Jenny has experience of acting for both Claimants and Defendants in claims against professional services firms.

Unomedical Pension Plan v Sedgwick Financial Services Ltd & Others HC11C041163

Defending a professional negligence claim for a purported failed equalisation of benefits.

Negligent investment of trust assets

Advising the beneficiaries of a family trust on claims against the trustee for negligent investment of trust assets.

Negligent drafting of pension scheme documents

Acting for a major UK law firm and its professional indemnity insurers in relation to claims made against it in connection with pensions advice.

Negligent investment of trust assets

Advising the beneficiaries of a family trust on claims against the trustee for negligent investment of trust assets.

Negligent extension of lease

Advising an individual on a claim against a major law firm for a negligent extension of a lease on a high value prime residential property.

Negligent sale and purchase agreement

Advising a major US bank on a claim against its former legal advisors for negligent drafting of contractual indemnities in a share sale and purchase agreement.

Negligent drafting of Life Interest Trust

Acting for the Trustees of a Life Interest Trust in a claim against a major law firm and accountants for negligent drafting of a trust deed.

Negligent tax advice

Advising a major investment company on potential claims against a major law firm and auditors for negligent advice on structuring and auditing investment vehicles.

More: Professional services

Jenny acts for corporates, trustees, financial services firms, law firms, insurers and representative beneficiaries in all aspects of pensions litigation with a particular expertise in applications to construe or rectify trust documents and defending professional negligence claims against advisers.

Danks & Others v QinetiQ Holdings Ltd & Others HC11C04105 [2012] EWHC 570 (CH)

Acting for the Representative Beneficiary in a Part 8 Application to determine whether the scheme documentation could be amended to change the basis of indexation from RPI to CPI.

Unomedical Pension Plan v Sedgwick Financial Services Ltd & Others HC11C041163

Defending a professional negligence claim for a purported failed equalisation of benefits.

Honda Motor Europe Ltd & Another v Powell & Another

Acting for the sponsoring employer in an application to rectify scheme documentation to record the agreed benefits to be provided to a category of pension scheme members.

Negligent drafting of pension scheme documents

Acting for a major UK law firm and its professional indemnity insurers in relation to claims made against it in connection with pensions advice.

Unauthorised payments

Advising the Trustees of a pension scheme in relation to a dispute with a spouse of one of the deceased members over payments made in breach of trust to the spouse.

Failed Equalisation of benefits

Advising a household name on the effectiveness of the implementation of equalisation of benefits for its UK pension scheme and the steps to be taken to rectify the position.

More: Pensions

Awards

Pension litigation and Private client: Contentious trusts

Pension litigation and Private client: Contentious trusts

Private wealth disputes

Private wealth disputes

Latest news & insights

03 May 2016

From News

Stephenson Harwood boosts commercial litigation practice with two new partner hires

International law firm Stephenson Harwood LLP today announces the appointment of two new partners in its commercial litigation practice. Jenny McKeown and Helena Berma..

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© Stephenson Harwood LLP 2016. Any reference to Stephenson Harwood in this document means Stephenson Harwood LLP and/or its affiliated undertakings. Any reference to a partner is used to refer to a member of Stephenson Harwood LLP.