Clarke-Sullivan v Clarke-Sullivan [2021] WTLR 109

Wills & Trusts Law Reports | Spring 2021 #182

The claimant and the deceased, who both originated from New Zealand, were married. They lived in London from 2006-10 and in Dubai from 2010-15, returning to London before the deceased’s death in 2019.

In 2014, the claimant and the deceased created a discretionary trust under the laws of New Zealand, with New Zealand being the initial forum of administration (the trust). The beneficiaries included the claimant and the deceased, their future issue and organisations that were deemed to be charitable under New Zealand law. The trust was established to hold property intended to be purc...

Investec & anr v Glenalla & ors [2019] WTLR 95

Wills & Trusts Law Reports | Spring 2019 #174

The Background

The Privy Council heard eight appeals arising from the management of the Tchenguiz Discretionary Trust (“TDT”) between March 2007 and October 2008.

The TDT is a discretionary trust governed by the law of Jersey; in the period in question it had two trustees which were governed by Guernsey law: Investec Trust (Guernsey) Limited (“Investec”) and Bayeux Trustees Limited (collectively “the Trustees”). In July 2010 the Trustees were replaced as trustees of the TDT by Rawlinson & Hunter Trustees SA (“R&H”), a company incorporated in Switzer...

Perdoni & anr v Curati [2011] EWHC 3442 (Ch)

Wills & Trusts Law Reports | April 2012 #118

Perluigi Curati (Mr Curati), who had a domicile of origin in Italy, came to England in April 1955 from Carpaneto to work for his future parents-in-law, who ran a restaurant in Camden. They had previously emigrated from the same town but their daughter was born in England. Mr Curati married Mrs Curati (née Perdoni) in July 1955 and shortly afterwards took over the running of the restaurant, which they eventually sold in the late 1970s. They invested the proceeds in the purchase of real property, to add to a portfolio of investment properties that they had started to build up in England. I...