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Trusts and Estates Law & Tax Journal

Beneficiaries: A practical approach

XXIV Old Buildings (Chambers of Alan Steinfeld QC) | May 2022 #233
Timothy Sherwin looks at the rights of beneficiaries to an account Blades and Boothman suggest that the courts will be willing to permit derivative claims to advance in appropriate circumstances even where they have not been formally designated as derivative claims. A beneficiary has a right to an inventory and account from her executor. That …

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CategoriesTrusts and Estates Law & Tax Journal Tagsbeneficiaries, derivative claims, right to an account

Cases Referenced

Cases in bold have further reading - click to view related articles.

  • Ali v Taj [2020] EWHC 213 (Fam); [2020] WTLR 391 FamD
  • Armitage v Nurse [1997] EWCA Civ 1279; [1998] Ch 241
  • Ball v Ball & anor [2020] EWHC 1020 (Ch); [2020] WTLR 741 ChD
  • Blades v Isaac [2016] EWHC 601(Ch); [2018] WTLR 589 ChD
  • Boothman & ors v Horsford & anr [2022] WTLR 1
  • Gale v Luttrell (1824) 2 Add 234
  • Henchley v Thompson [2017] EWHC 225 (Ch); [2018] WTLR 1289 Ch D
  • Myddleton v Rushout (1794) 1 Philiml Ecc 244
  • Parker-Tweedale v Dunbar Bank plc [1991] Ch 12
  • Reeves v Freeling (1812) 2 Phil 56

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The Legalease Law Journals series ceased publication in February 2023. For any queries please contact subscriptions@legalease.co.uk

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XXIV Old Buildings (Chambers of Alan Steinfeld QC)

Timothy Sherwin is a barrister at XXIV Old Buildings. He acted for the claimants in Boothman

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