Allfrey v Allfrey & Ors [2015] EWHC 1717 (Ch)

Wills & Trusts Law Reports | September 2015 #152

By a deed dated 24 July 1986, the ninth defendant (D9) made an accumulation and maintenance trust for IHT purposes (the settlement) for the benefit of his children (a class which has now closed): the claimant (C), the sixth defendant (D6) and the eighth defendant (D8).

The settlement provide d an initial trust for C, D6 and D8 at 25 in equal shares with a provision that each child’s share should be retained and held on engrafted trusts which have since been superseded. There was also a wide power of appointment in favour of the children, their spouses and issue, subject to r...

V v T & anr [2014] EWHC 3432 (Ch)

Wills & Trusts Law Reports | January/February 2015 #146

The claimant was the settlor of three trusts and applied, under the Variation of Trusts Act 1958, for approval of similar arrangements for the benefit of minor beneficiaries under the trust and for future, yet unborn, beneficiaries under the trust.

The principal defendants were the trustees, the adult beneficiaries (who consented to the proposed arrangements) and the minor beneficiaries, acting through their litigation friend.

Before the hearing the parties had contact Chancery Listing and obtained agreement that the cases would be listed for hearing with initials ...