Robert Brodrick

Partner, Payne Hicks Beach

Robert advises on tax, trust and estate planning for wealthy individuals, their advisers and trustees. He acts for a wide range of clients including the owners of landed estates, business people, non-domiciliaries and international families with assets in multiple jurisdictions. He is a Trustee of a number of UK trusts including several that hold heritage assets, and he also acts as Executor. Robert advises on contentious trust and probate work, and has recently been involved in applications to vary and rectify trusts both in the UK and offshore.

Robert has developed a reputation for advising a number of high profile US families based in the UK (alongside their existing US advisers) and he is also experienced at advising Middle Eastern families on the creation and reorganization of trusts, including Sharia compliant structures. He is also known for his sensitive handling of complicated family situations.

Robert is a member of the Society of Trust and Estate Practitioners. He has spoken at conferences and seminars in a number of locations worldwide, including London, New York, Geneva, Bahrain and Dubai. He is recommended in Chambers & Partners UK and Global directories and the Legal 500 according to which he is ‘well-connected and commercial'. Robert was named Private Client Lawyer of the Year in the Spears Wealth Management Awards 2009, and he features in the 2012 Citywealth list of Leading Lawyers. In 2011, Robert was awarded a distinction in the STEP Advanced Certificate in Trust Disputes.

Robert trained at Withers. He joined Payne Hicks Beach from Trowers & Hamlins where he moved in 2004 and had been a partner since 2007.

Contributed to

5

Gifts of art to the nation

Practice notes

This Practice Note considers existing tax reliefs designed to preserve our national heritage and the provisions enacted in the Finance Act 2012, whereby donors who give pre-eminent property to appropriate institutions during their lifetime receive a reduction in their UK tax liability. It explains the relief available under the Gifts to the Nation Scheme (GNS), which is also known as the Cultural Gifts Scheme.

Private Client

Responding to a claim for misuse of private information—a practical guide

Practice notes

This Practice Note considers how to respond to a claim for misuse of private information (ie, responding to a privacy claim), focussing on validity of the claim, available defences, jurisdiction, limitation, common defendant positions, letter of response, early offers of settlement and case management considerations.

Dispute Resolution

Responding to a GDPR compensation claim—a practical guide

Practice notes

This Practice Note considers how to respond to a compensation claim under the General Data Protection Regulation, Regulation (EU) 2016/679, (GDPR) and the Data Protection Act 2018 which implements provisions related to and permitted derogations from the GDPR into UK law. This Practice Note focuses on whether the claim has been addressed to the correct defendant, issues of shared liability among defendants, whether the claimant has established the components of a valid GDPR compensation claim (breach, damage), what defences or exemptions may be available, as well as general pre-action considerations including evidence gathering, reviewing internal audit trails of data processes, jurisdictional issues and settlement.

Dispute Resolution

Starting a claim for misuse of private information—a practical guide

Practice notes

This Practice Note considers how to start a claim for misuse of private information (privacy claim), focussing on the merits of the claim, ie what the claimant must establish to found a cause of action, any available defences, issues of limitation, jurisdiction, injunctions to prevent publication, document preservation, regulatory complaint, pre-action conduct, funding and issuing the claim and settlement including Part 36 offers.

Dispute Resolution

Starting a GDPR compensation claim—a practical guide

Practice notes

This Practice Note on GDPR claims considers when you may be able to pursue a compensation claim under the General Data Protection Regulation, Regulation (EU) 2016/679 (GDPR) and the Data Protection Act 2018 which implements provisions related to and permitted derogations from the GDPR into UK law. This Practice Note focuses on what the claimant needs to establish to found a claim (breach, damages), whether any exemptions apply, the identity of the GDPR defendant, GDPR limitation, pre-action steps including referral to the ICO, using Norwich Pharmacal orders to assist identifying the defendant and data subject access requests to aid drafting the letter before action, jurisdiction, representative actions, starting the proceedings and settlement and alternative dispute resolution of such claims.

Dispute Resolution