British Red Cross v Werry [2017] EWHC 875 (Ch)
Wills & Trusts Law Reports | Summer 2017 #168Patricia Deeley (Miss Deeley) lived with her unmarried partner, Peter Harding (Mr Harding) in his flat at 87 Beckenham Lane, Bromley (the property) from 1962 to 2008. When Mr Harding died on 11 August 2008, it was believed (incorrectly) that he had not left a will and, therefore, the intestacy rules regulated the succession to his estate. Letters of Administration were granted to one of Mr Harding’s cousins, Maurice John Littlewood (Mr Littlewood) on 2 March 2010. An action brought by Miss Deeley under the Inheritance (Provision for Family and Dependants) Act 1975 (the...
Worthing & anr v Lloyds Bank plc [2015] EWHC 2836 (QB)
Wills & Trusts Law Reports | January/February 2016 #156The claimants had been customers of the defendant bank since 2000. Following the sale of their business in September 2006 for £5m, their bank manager arranged an introduction to the defendant’s Mayfair banking service, which was the division providing banking services to ultra-high-net-worth individuals for the purpose of receiving advice regarding the investment of the proceeds. The defendant sought information about the claimants’ financial circumstances and asked a series of questions designed to identify their appetite and capacity for risk. The defendant then produced a ...