Pemberton v Pemberton & ors [2016] EWHC 2345 (Ch)

Wills & Trusts Law Reports | December 2016 #165

This case involved a claim by one of the trustees of the Pemberton Settled Estates, originally created on 31 March 1965, for a variation of the settlement. The first to third defendants were the other trustees of the settlement who had in mind the unborn and unascertained beneficiaries. There were also four adult defendants and four defendants who were minor beneficiaries. All defendants supported the variation.

The claimant proposed the following variation:

  1. a) to set the perpetuity period running afresh for a further 125 years;
  2. b) to confer on the trustees a...

Goenka v Goenka [2014] EWHC 2966 (Ch)

Wills & Trusts Law Reports | April 2016 #158

This was a claim for reasonable financial provision under the Inheritance (Provision for Family and Dependants) Act 1975 by the widow of Nirupam Goenka (the deceased). The deceased was a member of a statutory pension scheme for NHS employees. The deceased and the claimant had been married for 15 years and together had three sons, aged between 11 and 16, who were represented in these proceedings by their litigation friend, the Official Solicitor. The claimant and the deceased entered into divorce proceedings and a decree nisi of divorce was made on 15 August 2012. On 7 September ...