Trusts and Estates Law & Tax Journal

Executors: Duties to maintaining the estate, as well as to beneficiaries

Jo Summers and Azeam Akram reflect on the balancing of competing claims made on Jimmy Savile’s estate ‘There is no doubt NatWest found itself in a difficult position, when faced with an unknown number of potential claimants.’What is the correct approach when an executor is faced with competing claims? How should an executor deal with …

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Cases Referenced

Cases in bold have further reading - click to view related articles.

Letterstedt v Broers [1884] UKPC 1

National Westminster Bank Plc v Lucas [2014] WTLR 637; [2014] EWHC 653 (Ch); [2014] EWHC 1683 (Ch)

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Jo Summers is a partner and Azeam Akram is a consultant in the private client team at PWT Advice LLP. The firm acted for the charity in the case. The authors would like to thank Teresa Rosen Peacocke, barrister at 3 Stone Buildings, for her assistance with this article.