Ingham & anr v Wardman & ors [2022] WTLR 1337

Wills & Trusts Law Reports | Winter 2022 #189

The appellants (the Inghams) appealed against an interlocutory ruling which set aside a privacy order.

In the proceedings below, the Inghams were seeking permission (the permission application) to bring a derivative claim (the derivative claim) on behalf of the estate of their grandmother, the late Elfrida Louise Chappell deceased (the deceased), on the basis that the executors of the deceased’s estate, Butterfield Trust (Bermuda) Ltd and Stephen Kempe (the executors), were unable to bring that claim due to alleged conflicts of interest. The derivative claim would allege that the ...

Y & anr v C & ors [2021] WTLR 391

Wills & Trusts Law Reports | Spring 2021 #182

A claim was made under the Inheritance (Provision for Family and Dependants) Act 1975 (1975 Act) by the mothers of the deceased’s children. The deceased had owned 50% of a private company. That shareholding was valued for probate at £5m. The executors of the deceased’s estate were his sister, who owned the other 50% of the shares and was a director of the company, and a solicitor from the firm which had drafted the deceased’s will, and who was also a director of the private company. The claim under the 1975 Act was upheld against the estate (reported as B v...