Brudenell-Bruce v Moore & ors [2014] EWHC 3679 (Ch)

WTLR Issue: April 2015 #148

The claimant, Mr Brudenell-Bruce Earl of Cardigan brought a claim for breach of trust against two trustees of the Savernake Estate Trust (Mr Moore and Mr Cotton) of which he is a beneficiary. He also challenged the trustees’ remuneration and sought their removal as trustees...

Garcha & ors v Moore & ors [2014] EWHC 2754 (Ch)

WTLR Issue: April 2015 #148

Sri Guru Singh Sabha Southall (the charity) was a registered charity whose objects included the advancement of religion. An executive committee was responsible for the management of the charity and, with 10,000 members, there was a tendency to form factions...

Re PC; Public Guardian v AC & JC [2014] EWCOP 41

WTLR Issue: April 2015 #148

PC was born in 1936. She suffered from vascular dementia and Alzheimer’s disease. In June 2009, she had executed an LPA for property and affairs, appointing her sons, AC and JC, as her attorneys jointly and severally. The LPA was registered on 12 August 2009...

Pike v HMRC [2014] EWCA Civ 824

WTLR Issue: April 2015 #148

The appellant set up a company in March 2000 which issued shares to him. Three days later, the company issued £6m nominal of loan stock with a right to a premium on redemption of 7.25% per annum. The 7.25% accrued on a daily basis until redemption...

Tamlin & anor v Edgar & ors [2011] EWHC 3949 (Ch)

WTLR Issue: April 2015 #148

The claimants were trustees of a 1983 children’s trust, and a trust called the Lower Green Farm trust. The 1983 trust had been created by Anthony Samuel Edgar (the testator) in March 1983 for the benefit of his four children. The fund was divided in four equal shares, and each to be held for each child contingently upon attaining 25...

Walker & anr v Badmin & ors claim no HC121304229

WTLR Issue: April 2015 #148

Elizabeth Jane Walker (Mrs Walker) was born on 25 March 1956. She married John Walker in 1981, and with him she had two daughters, Jennifer and Alison. In 2007, she left her husband and began to live with Michael Badmin (Mr Badmin).

On 20 June 2009, Mrs Walker was diagnosed with a terminal, malignant brain tumour...

Wright & anr v National Westminster Bank Plc [2014] EWHC 3158 (Ch)

WTLR Issue: April 2015 #148

On 20 August 2012 Richard Wright signed a discretionary trust of which the National Westminster Bank was the trustee. The beneficiaries named were the widow, children and remoter issue of the settlor. There was a power to add beneficiaries but not the settlor or anyone who has previously added property to the settlement or the spouse of the settlor...