Case: Swain-Mason v Mills & Reeve [2011] EWCA Civ 14

Davidson v Seelig [2016] EWHC 549 (Ch)

Two settlements known as the Manny and Brigitta Davidson settlements were established by Manny and Brigitta Davidson in 1967 upon broad discretionary trusts, with UK resident trustees. Manny and Brigitta had two children, Maxine and Gerald, born in 1958 and 1961 respectively. The settlements were in identical terms. There was an 80 year perpetuity period, and the appointed day was defined as three days before its expire. The specified class of discretionary beneficiaries included the settlors’ children and remoter issue, their spouses and other family members. Their combined value ...

Brudenell-Bruce, Earl of Cardigan v Moore & ors [2013] EWHC 4408 (Ch D)

The claimant, Mr Brudenell-Bruce Earl of Cardigan brought a claim for breach of trust against two trustees of the Savernake Estate trust of which he is a beneficiary.

Mr Moore is a lay trustee of the trust. Mr Cotton is a professional trustee and an accountant. No claim was brought against the third trustee Mr Ford.

On 14 November 2013 the claimant applied for permission to amend his particulars of claim. A draft of the proposed re-amendments was supplied to all parties on 1 October 2013. The second defendant replied to the draft stating that he was minded to agree to the...