PQ v RS [2019] EWHC 1643 (Ch)

WTLR Issue: Autumn 2019 #176

This was a Public Trustee v Cooper application by the claimants as trustees of a discretionary trust executed on 11 March 1968. The application was for a declaration that they had power to make a proposed appointment, and the court’s blessing of that appointment...

Bhusate v patel [2019] EWHC 470 (Ch)

WTLR Issue: Summer 2019 #175

The claim related to the estate of Mr Bhusate who died on 28 April 1990. His first wife (Mrs Bhusate) had died in 1971. The 1st to 5th defendants were Mr Bhusate’s children by his marriage to Mrs Bhusate. The claimant was his third wife. The 6th defendant was the only child of Mr Bhusate and the claimant...

Hanspaul v Ward Case No: HC-2014-000054

WTLR Issue: Summer 2019 #175

The claimants had applied to remove the 1st to 5th defendants as trustees, and the 6th defendant as protector, of a settlement which owned shares in the family company, and for a relief as to the disputed issue of preference shares in the company...

South Downs Trustees Limited v GH [2018] EWHC 1064 (Ch)

WTLR Issue: Summer 2018 #172

The claimant was the trustee of an employment benefit trust (the EBT). The trustee had an interest in a company that owned and controlled a business (the utility). The beneficiaries of the EBT were the former and current employees of the utility and other group companies and their dependants...

A & ors v D & ors [2017] EWHC 2222 (Ch)

WTLR Issue: Autumn 2017 #169

A & B were the current trustees of a settlement known as the Children’s Trust dated 21 March 2000. They were, with C, the current trustees of a settlement known as the M Trust dated 7 December 2004 (together the ‘Settlements’)...