Perwaz v Perwaz [2019] WTLR 275

Wills & Trusts Law Reports | Spring 2019 #174

The Respondent was originally the sole proprietor of 54 Beaulieu Close, Slough (‘Property’). The Appellant, who was one of her children, managed the family wholesale grocery business. He and his wife moved into the Property to live with the Respondent and spent money on its extension and refurbishment. On 12 October 2012 the Respondent made a new Will gifting a 25% share in the Property to the Appellant and giving him an option to purchase the whole on her death. On the same day the Respondent executed a Declaration of Trust by which she declared that she held the Property as to 75% for ...

Burgess & anr v Hawes & ors 0CL10537

Wills & Trusts Law Reports | April 2012 #118

Daphne Mary Burgess (testatrix), who was a widow, had made a will on 23 September 1996 (1996 will) leaving her entire estate equally between her three children, the first and second claimants and the first defendant. At that time, she was living at 8 Abbey Way, Bradville, Milton Keynes (8 Abbey Way) and, while retaining a sense of financial independence, she relied on her son for the payment of household bills. Her physical health deteriorated as she became older, medication was already required for hypertension when she was diagnosed with diabetes, and an arthritic condition worsened to...