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Evidence: Going undercover
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Mussell v Patience [2018] WTLR 579
Wills & Trusts Law Reports | Summer 2018 #172The judgment in this matter focused on the correct test that the court should apply when deciding whether to strike an entry from an account.
The claimant executors sought:
(1) a declaration that final estate accounts were in order; and
(2) directions to administer the estate accordingly.
The defendants raised objections to the accounts prepared by the executors, and in particular objected to 26 entries relating to legal services. The defendants asserted that, as beneficiaries, they had a right to assess whether such legal charges were re...
Evidence: Careless whispers
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Tamlin & anor v Edgar & ors [2011] EWHC 3949 (Ch)
Wills & Trusts Law Reports | April 2015 #148The claimants were trustees of a 1983 children’s trust, and a trust called the Lower Green Farm trust. The 1983 trust had been created by Anthony Samuel Edgar (the testator) in March 1983 for the benefit of his four children. The fund was divided in four equal shares, and each to be held for each child contingently upon attaining 25. The share was to be retained by the trustees on life interest trusts to pay the income to the child for life with a power to advance the capital of that share to him/her.
The Lower Green Farm trust had been made in the testator’s will of ...
Evidence: Cutting it short
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Wise v Jimenez & anr HC12CO0367
Wills & Trusts Law Reports | January/February 2014 #136In 2007 the defendant Mr Jimenez (J) became involved in the development of a golf course in France and gathered together a number of investors including the claimant Mr Wise (W), then a close friend of his, who provided £500,000 to invest in the project. The money was procured by means of a loan from Coutts and Co of £350,000 together with funds from two other accounts held by W. It was transferred to the account of a dormant company, the second defendant, CD Investments Ltd (CDI) set up by W and now in liquidation, and hence to an account with HiFX in J’s name in the form of €...
Evidence: Pass the soap
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Evidence: Problem issues and problem clients
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Evidence: Expert witness liability
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