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<...

The Independent Schools Council v The Charity Commission [2011] UKUT 421 (TCC)

Wills & Trusts Law Reports | January/February 2012 #116

The Independent Schools Council (ISC) brought an application for judicial review, seeking an order to quash certain parts of guidance issued by the Charity Commission (CC) comprising the ‘Charities and Public Benefit &#8211; the Charity Commission’s General Guidance on Public Benefit’ (issued January 2008) and ‘Public Benefit and Fee Charging’ and ‘The Advancement of Education for the Public Benefit’ (both issued in December 2008). ISC alleged that the guidance included errors of law in respect of the public benefit requirement as applied to ...