HMRC v Parry & ors [2018] WTLR 1267

Winter 2018 #170

Mrs Staveley established a company known as Morayford with her husband Mr Staveley. She was director of the company, and had a large pension fund with its occupational pension scheme. She divorced from her husband in 2000. Indeed the terms of the divorce, her share of the pension scheme was to be transferred to her. In July 2000, and upon advice, she transferred her fund from the Morayford scheme to a s32 scheme.

In 2004, she was diagnosed in December 2004 with cancer. In 2006, by which time her prognosis was poor, she was advised to transfer her pension fund into a perso...

Brudenell-Bruce, Earl of Cardigan v Moore & ors [2013] EWHC 4408 (Ch D)

May 2014 #139

The claimant, Mr Brudenell-Bruce Earl of Cardigan brought a claim for breach of trust against two trustees of the Savernake Estate trust of which he is a beneficiary.

Mr Moore is a lay trustee of the trust. Mr Cotton is a professional trustee and an accountant. No claim was brought against the third trustee Mr Ford.

On 14 November 2013 the claimant applied for permission to amend his particulars of claim. A draft of the proposed re-amendments was supplied to all parties on 1 October 2013. The second defendant replied to the draft stating that he was minded to agree to the...

Haider v Syed

April 2014 #138

This was a challenge to the purported will of Mrs Naseem Syed Khan (the deceased) on the basis that it was a forgery. The deceased died on 17 July 2008. Mr Jafar Ali Khan (Mr Khan) was the deceased’s husband. Mr Khan had survived the deceased and had taken out letters of administration in respect of her estate on the basis that she had died intestate. Mr Khan died on 8 January 2011 leaving a will dated 2 September 2010.

Mr Syed Ali Haider (the claimant) was the deceased’s nephew. Mr Mehdi Hassan Syed (the defendant) was the sole executor and main beneficiary of the la...