Chopping v Cowan & anr [2023] WTLR 1237

Wills & Trusts Law Reports | Winter 2023 #193

The deceased died on 2 July 2008 leaving a will dated 6 December 2007. The claimant was the deceased’s daughter who was the beneficiary of the residue of the deceased’s estate. The defendants were the deceased’s executors who had acted as the deceased’s solicitor and tax adviser during his life. The will contained a charging clause. The estate had a gross value of £3,814,818. The first defendant had charged legal fees of £78,818.12, and other professional fees from solicitors and tax advisers had also been incurred totalling around £100,000. The claimant challenged the fees borne by the ...

Kekwick v Kekwick & anr [2023] WTLR 579

Wills & Trusts Law Reports | Summer 2023 #191

The claimant’s mother settled a trust by way of a trust deed dated 29 April 1985. The trust was originally a discretionary trust with the claimant and his mother as trustees and a wide class of beneficiaries. The only asset of the trust was the family home in Surrey (the property). The trust was a discretionary trust during the claimant’s mother’s lifetime, with an absolute trust in favour of the claimant on her death. By a deed dated 30 June 2008, the first defendant (the claimant’s cousin) and the second defendant (a solicitor) were appointed as trustees.

The claimant’s mother d...

Kenig v Thomson Snell & Passmore LLP [2023] WTLR 605

Wills & Trusts Law Reports | Summer 2023 #191

Shepherd & Co Solicitors v Brealey [2023] WTLR 755

Wills & Trusts Law Reports | Summer 2023 #191

The testatrix by her will appointed her brother, Mr Robin Shepherd (a solicitor), ‘and the partners at the time of my death in the firm of Shepherd and Co [being Mr Shepherd’s firm]’ as her executors. The will made no provision for remuneration of executors. Mr Shepherd’s firm (the appellant) was retained by the executors and the retainer was signed by the brother alone. Mr Shepherd did work in his capacity as executor of the estate of the deceased and the appellant rendered a bill to the estate. The testatrix’s son (the respondent) brought third-party assessment proceedings pursuant to<...

Brealey v Shepherd & Co [2022] WTLR 17

Wills & Trusts Law Reports | Spring 2022 #186

The claimant applied for detailed assessment of the defendant’s costs incurred in the administration of a deceased’s estate under s71(3) of the Solicitors Act 1974.

Ann Brealey died on 15 April 2014. Her will left the claimant as the main beneficiary. It named her brother, Peter Hayward, and Robin Peter Shepherd, a solicitor, as the executors and trustees of her will. The executors instructed the defendant firm to administer the deceased’s estate. Mr Shepherd was one of the two partners in that firm. The defendant’s bills for the administration of the estate had ...

Brealey v Shepherd & Co (2) [2022] WTLR 27

Wills & Trusts Law Reports | Spring 2022 #186

The proceedings concerned detailed assessment as part of a beneficiary’s challenge to the legal costs incurred in the administration of the estate of his late mother. The point of dispute considered in the judgment was the fees raised by one of the two executors, Mr Shepherd, who was a solicitor. It was common ground that the will did not contain a charging clause. Mr Shepherd relied on a number of arguments. He argued that his appointment was a personal one, irrespective of him being a solicitor, and that both executors were entitled to be reimbursed their expenses incurred in fair exec...