Page & anr v Hewetts Solicitors & anr [2012] EWCA Civ 805

WTLR Issue: October 2012 #123

The claimants (P) were the beneficiaries under their parents’ will. The first respondents Hewetts, solicitors (H) were retained to advise and act for P in the administration of their parents’ estates. The second respondent, Christopher Fuller (F) was employed by H as a legal executive...

Scott v Scott [2012] EWHC 2397 (Ch)

WTLR Issue: October 2012 #123

The claimant (Andrew) and the defendant (Martin) were brothers. They were the trustees of a trust created in 1991 by their mother (Elizabeth Scott). Andrew, Martin and Simon Jackson QC (a long standing friend of Elizabeth Scott) were the principal beneficiaries of the trust...

Re The Sir Edward Heath charitable trust 

WTLR Issue: October 2012 #123

By his will dated 16 April 2002, the late Sir Edward Heath settled his home and contents, Arundells at Salisbury, upon charitable trusts. The trustees had power to apply income and capital to or for the benefit of one or more of six charitable objects, but no express power of sale save in furtherance of the charitable objects...

Trustees & anr v Capmark Bank [2011] EWCA Civ 380

WTLR Issue: October 2012 #123

The appellants were the trustees of the Maylands Unit Trust (the trustees), a Jersey-based unit trust formed as a vehicle for the acquisition of warehouse premises in Hemel Hampstead (the property) by Cantabria Investments Ltd (Cantabria). The purchase price of the property was £28...

Charity Commission v Catholic Care (Diocese of Leeds) 

WTLR Issue: October 2012 #123

The charity is an organisation working on behalf of the Catholic diocese of Leeds. It provides a number of services to the community at large to promote the relief of poverty and distress. One such service, previously offered, was a voluntary adoption agency that sought to place children with families resembling the Holy Family of Nazareth, ie heterosexual spouses...

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

WTLR Issue: 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...

Re Lehman Brothers Intl (Europe) [2010] EWCA Civ 917

WTLR Issue: October 2012 #123

Lehman Brothers International (Europe) (LBIE), an English unlimited company, was the principal European trading company in the Lehman Brothers group. LBIE entered administration on 15 September 2008. The administrators made several applications to the court for directions...

Re Longman (dec’d) [2012] EWHC 666 (Ch)

WTLR Issue: October 2012 #123

Mrs Elizabeth Longman (D) died on 18 April 2008, leaving the residue of her estate equally to six charities if they were in existence at the date of her death. One of the six was the International Bible Society (UK) (IBS). When the will was made, IBS was an unincorporated association, but it had incorporated in May 2007 by transferring all its assets to a new charitable company, IBS-STL Ltd...