William Moffett examines when trust information should be disclosed to beneficiaries and the importance of holding trustees to account ‘Beneficiaries with fixed interests, as distinct from discretionary beneficiaries, can reasonably expect disclosure to be made to them by trustees, or to receive the assistance of the court in obtaining disclosure if it is refused to …
Cases in bold have further reading - click to view related articles.
- Breakspear & ors v Ackland & anr  EWHC 220 (Ch);  WTLR 777 ChD
- Dawson-Damer & ors v Taylor Wessing LLP & ors  EWCA Civ 74;  WTLR 57 CA
- Lewis v Tamplin  WTLR 215
- Re Londonderry  EWCA Civ 6
- Saunders v Vautier  EWHC Ch J82
- Schmidt v Rosewood Trust Ltd  UKPC 26;  WTLR 565;  WTLR 887