Hinduja v Hinduja & ors WTLR(w) 2021-06

Wills & Trusts Law Reports | Web Only

The parties were four brothers. The claimant was the eldest brother and patriarch of the family. The litigation generally concerned the legal effectiveness or otherwise of two letters, by which the brothers had, inter alia, appointed one another as executors, and had stated that assets held in the name of any individual brother belonged to all four. Through an oversight, the claimant’s advisers had failed to file a certificate of suitability from his litigation friend (and daughter) when the claim was originally made, as required by CPR 21.5. A certificate was later filed togeth...

MN v OP & ors [2019] WTLR 941

Wills & Trusts Law Reports | Autumn 2019 #176

In a claim for the approval of an arrangement varying a trust under the Variation of Trusts Act 1958 (the 1958 Act), an application was made for an anonymity order restricting the naming of the parties and access to the court file relating to the claim and the publication of certain information. The judge dismissed the application but gave permission for an appeal. The appellant, who brought the claim, was settlor of a settlement (the settlement), which comprised very valuable assets divided into several funds, some of which were held on discretionary trusts and others ...

Re Shuldham [2012] EWHC 1420 (Ch)

Wills & Trusts Law Reports | November 2012 #124

The applicant intended to bring a claim for rectification of an instrument by which he and two other family members had purported to grant an interest in land and a lease commencing in the year 2040. The instrument was part of a larger scheme in relation to a deceased’s estate, whereby the freehold of properties subject to it were held by the deceased’s daughter (XH) with a lease in favour of her, currently minor, child (XB). The purpose of this scheme was a reduction in XH’s estate over time so as to mitigate future inheritance tax liabilities.

The family’s concern about bringing...