Baker & anr v Dunne & ors [2016] EWHC 2318 (Ch)

Wills & Trusts Law Reports | November 2016 #164

This case involved an application made by the claimants, as trustees of the will trust of the late Jean Montgomery, for Beddoe relief (‘the deceased’). The trustees seek Beddoe relief in respect of implementing an order for possession.

The defendants are the deceased’s three children who are equal beneficiaries under her will trust. The application was opposed by the first defendant, ‘Jonathan’, but supported by the second and third defendants.

The trustees had previously applied for an order for possession against Jonathan an...

Hughes & ors v Bourne & ors [2012] EWHC 2232 (Ch)

Wills & Trusts Law Reports | October 2012 #123

Eric Lionel Thomas (the settlor) settled a trust (the 1961 settlement) by deed dated 27 June 1961 (the 1961 deed). The principal asset of the 1961 settlement was a controlling interest in NWN Media (the company), a family owned newspaper publishing company that published local newspapers in Wales, Chester, Shropshire and Herefordshire. The trustees of the 1961 settlement (the trustees) were given powers by the 1961 deed to sell shares with the consent of the settlor during his lifetime and thereafter at their discretion. In addition, the 1961 deed gave the trustees the powers of appropri...