Lewis v Tamplin [2018] EWHC 777 (Ch)

Wills & Trusts Law Reports | Spring 2018 #171

The claimants/applicants brought a part 8 claim, as beneficiaries of a trust of land in Glamorgan known as the Tamplin trust, for disclosure of documents and information by the defendant/respondent trustees. This claim was founded on the basis that the trustees owe a duty to account to the beneficiaries for their stewardship of the trust assets. They also made an application for pre-action disclosure; the court gave judgment on both matters.

The defendants opposed both the claim and the application on a number of grounds. Firstly, the beneficiaries had already received sufficient ...

Trustees: When to indemnify

Natasha Dzameh clarifies the circumstances in which Beddoe orders and protective cost orders can be used ‘The master explained that the risk of injustice could be removed by ensuring the costs risk of the third party claim fell onto the two capital beneficiaries for whose benefit the litigation continued.’The role of a trustee can be …
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