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Disclosure: Considering entitlement
William Moffett examines when trust information should be disclosed to beneficiaries and the importance of holding trustees to account ‘Beneficiaries with fixed interests, as distinct from discretionary beneficiaries, can reasonably expect disclosure to be made to them by trustees, or to receive the assistance of the court in obtaining disclosure if it is refused to …
Cases Referenced
Cases in bold have further reading - click to view related articles.
- Associated Provincial Picture Houses Ltd v Wednesbury Corporation (1948) 1 KB 223
- Blades & ors v Isaac & anr [2016] WTLR 589
- Breakspear & ors v Ackland & anr [2008] EWHC 220 (Ch); [2008] WTLR 777 ChD
- Dawson-Damer & ors v Taylor Wessing LLP & ors [2017] EWCA Civ 74; [2018] WTLR 57 CA
- Erceg v Erceg & ors [2016] WTLR 1575
- Lewis v Tamplin [2018] WTLR 215
- Re Londonderry [1964] EWCA Civ 6
- Saunders v Vautier [1841] EWHC Ch J82
- Schmidt v Rosewood Trust Ltd [2003] UKPC 26; [2003] WTLR 565; [2004] WTLR 887
- Wilson v Law Debenture Trust Corporation Plc [1994] EWHC Ch 3