equipoise
PRIVATE WEALTH MEDIATION

Providing resolution for conflicts and disputes concerning trusts, probate, wills & inheritance

About Equipoise Private Wealth Mediation

equipoise

noun

1. a situation in which things are perfectly balanced

2. even balance of weight or other forces; equilibrium

At Equipoise, we specialise in mediation services aimed at resolving Private Wealth conflicts and disputes through peaceful and collaborative means.

Our principal mediator Daniel Winter is a solicitor with over 20 years' experience in dealing with the full ambit of Private Wealth disputes, in the process building and leading one of the South-East's largest and most well-regarded contentious trusts and probate solicitor teams serving both regional and international clients, and receiving annual Legal 500 recognition. Daniel is a Certified Contentious Trusts and Probate Specialist with ACTAPS, the recognised association of legal specialists in this complex area of law.

Daniel left private practice in 2024 to become a full-time mediator. Below are just a handful of the many comments published by the Legal 500 about Daniel in recent years:-

‘‘Daniel Winter is extremely diligent and efficient and has handled a challenging estate with enormous sensitivity.’ (2025)

'Daniel Winter is extremely experienced, with a practical approach and a sound grasp of the issues.' (2025)

‘Daniel Winter is a standout lawyer with impeccable knowledge and a strong skill set.’ (2025)

‘Daniel Winter is a leader in his field. With thorough knowledge of contentious probate matters, he has been outstanding in assisting us.’ (2024)

‘Dan Winter was very impressive and on top of the detail in a highly sensitive case’ (2023)

‘Our main dealing has been with Daniel Winter and we’ve always appreciated not only his knowledge but his whole manner and straight forward advice.’ (2023)

‘We have been dealing with Daniel Winter and have been very happy with his service. He is a very personable chap and has a wealth of knowledge that he imparts very clearly.’ (2023)

‘Daniel Winter has amassed great experience in his practice area and handles his cases with skill. He is cool-headed and shows great judgement." (2023)

Our Mediation Services

What We Offer

Equipoise Private Wealth Mediation's services cover the full range of private wealth disputes, including will validity disputes, probate conflicts, claims under the Inheritance (Provision for Family and Dependants) Act 1975, disagreements between executors and beneficiaries, disputes concerning trusts, co-ownership conflicts including the Trusts of Land and Appointment of Trustees Act 1996, and more.

We provide a neutral and supportive environment where parties can express their concerns, explore solutions, and reach peaceful resolutions. Our approach to mediation is to be curious, sensitive, empathetic, confident, calm, thorough, prepared, knowledgeable, positive, energetic and above all, balanced and fair.

Will Disputes

Our will dispute mediation service includes resolving conflicts surrounding the validity of the will including issues regarding testamentary capacity, want of knowledge and approval, undue influence and fraud.

Such disputes are often within families, and frequently involve sensitive subjects about loved ones who are no longer with us.

Claims under Inheritance (Provision for Family and Dependants) Act 1975

Our mediation service addresses conflicts concerning claims for reasonable financial provision under the 1975 Act. Such disputes may include issues such as domicile and eligibility to claim in addition to the factors to which regard must be given under section 3 of the Inheritance (Provision for Family and Dependants) Act 1975, and quantum.

These disputes often carry a high degree of emotional weight and include a complex factual matrix to which significant importance is placed by participants.

Breach of Trust Claims

Equipoise Private Wealth Mediation resolve disputes concerning alleged breaches of trust including:-

Executor/Trustee duties
Claims to recover estate assets
Disputes between co-owners of property
Claims under the Trusts of Land and Appointment of Trustees Act 1996 (TOLATA)

Options and Fees

The following rates apply for all disputes involving 2 parties and valued up to £2m inclusive of additional claims and counterclaims.

Please contact us for a bespoke price for all claims above £2m and vases involving 3 or more parties.

For in-person mediations, venue provision/hire is not included and is for the parties to provide.

Full 1-day mediation

all-inclusive price

in-person

£850 per party

online virtual mediation

£700 per party

* All-inclusive price includes:

VAT
all pre-reading and preparation
the mediation day - however long it takes
travel within mainland England & Wales
pre-mediation online/telephone meetings with each participant and their representative
post-mediation follow up

Express

4-hour

mediation

fixed price

online virtual mediation

£400 per party

Fixed price includes:

VAT
all pre-reading and preparation
4 hours mediation
pre-mediation online/telephone meetings with each participant and their representative
post-mediation follow up

In the event that a settlement has not been reached and recorded in writing within the allotted 4 hours, the participants may agree to continue the mediation. A charge will be payable by each party of £100 per hour for any such additional time.

Flexi mediation

online only

from £375

per party

(price will depend on schedule to be agreed) inclusive of VAT

Participants to mediation may prefer a more flexible approach that is structured to better suit their needs.

Our Flexi mediation can be arranged to take place in a series of scheduled, shorter online meetings over the course of several days or weeks.

The potential advantages of Flexi mediation:

the mediation process can be scheduled to fit around the participants' needs
several shorter meetings can be easier to deal with for the participants and their advisors
the period of time between scheduled meetings can allow for greater reflection, with less pressure, and greater opportunity to take professional advice.

In the event that a settlement has not been reached and recorded in writing within the allotted time agreed at the outset, the participants may agree to continue the mediation. A charge will be payable by each party of £100 per hour for any such additional time.

Get in Touch

Equipoise Private Wealth Mediation

West Barn

Sayes Park

High Wych

Sawbridgeworth

Hertfordshire

CM21 0JE

01279 503061

info@equipoisepwm.com

equipoise PRIVATE WEALTH MEDIATION ​