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 ...

Accounting Rights: Classified information

Can beneficiaries demand the disclosure of trust accounts? Mathew Roper explains ‘It now appears to be settled in English law that the court should approach a request by a beneficiary for disclosure of trust documents as one calling for the exercise of a discretion rather than an adjudication upon a proprietary right.’ The right of …
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The Royal National Lifeboat Institution & ors v Headley & anr [2016] EWHC 1948 (Ch)

Wills & Trusts Law Reports | October 2016 #163

Evelyn Irene Farmer (the deceased) died on 12 January 1996 leaving a will dated 10 August 1993 (the will). The claimants were five of the ten charitable remaindermen under the trusts created under the will. They took absolutely upon the deaths of the deceased’s son and daughter in law. The deceased’s son was deceased but the daughter in law was still alive, and consequently the claimants’ interests were yet to fall into possession. The defendants were the executors of the deceased’s estate.

In 2007, the defendants wrote to the claimants enclosing an interim...