Wills & Trusts Law Reports | Winter 2019 #177The claimants are beneficiaries of a number of Bahamian trusts; Taylor Wessing LLP (TW) act as the solicitors for the trustees of a number of these trusts.
On 14 August 2014, the claimant served a subject access request (SAR) on TW, requesting disclosure of the personal data relating to them held by TW as the solicitors for the trustees They were unsatisfied by the disclosure provided to them by TW, and brought proceedings under s7(9) of the Data Protection Act 1998 (DPA 1998).
The matter came before the Court of Appeal ([2017] 1 WLR 3255), which ...
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 …
Continue reading "Disclosure: Considering entitlement"
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