Lawie v Lawie & ors [2012] EWHC 2940 (Ch)

Wills & Trusts Law Reports | January/February 2013 #126

The claimant (SL) sought rectification of a deed of trust that he and his late wife (PL) had executed in 2006.

SL and PL determined, on the advice of Mr Tollins (a financial advisor at the Norwich & Peterborough Building Society (the building society)) that they wanted £100,000 (just under half of their net assets at the time) to be held in a Legal & General portfolio bond, which was to be held on a flexible trust for the benefit of their children and grandchildren. They expressed an intention to be able to alter the class of discretionary objects and the percentage entitl...