15th Mar 2016
Before: Mr Justice Henderson Citation:  EWHC 549: Protector’s powers and court’s trust jurisdiction. Mr Simon Taube QC and Mr James MacDougald (instructed by Wiggin Osborne Fullerlove) for the Fourth, Fifth and Sixth Defendants. Click here to read more.
18th Feb 2016
Before: The Hon Mrs Justice Asplin Dbe Citation:  EWHC 268 The claims in this matter, brought by Forester Maurice Labrouche (“Forester”) all relate to alleged breaches of the trusts of the will of his grandmother, Olga Martin Montis (“Olga”). Having inherited a considerable fortune from her first husband, Olga died on 8 February 1980 aged […]
17th Feb 2016
Before: Mr Justice Warren Citation:  EWHC 340 (Ch) Variation of Trusts Act 1958 application to extend perpetuity period. Case raised issues of confidentiality and offers guidance on the temporary exclusion of beneficiaries. Click here to read more.
2nd Feb 2016
Before: Lord Justice Moses, Lady Justice Black and Lady Justice Gloster Citation:  EWCA Civ 1684 Simon Taube QC and Georgia Bedworth (instructed by Bracher Rawlins LLP) for the Appellant. Matthew Slater (instructed by Solicitor for Revenue and Customs) for the Respondent. Click here to read more.
2nd Feb 2016
Before: Judge Roger Berner Citation:  UKFTT 59 (TC) The estate of the late Lady Diana Hood appeals against a determination of HMRC dated 13 June 2014 in respect of a deemed transfer of value for the purposes of inheritance tax (“IHT”) on the death of Lady Hood on 15 March 2008. Simon Taube QC, […]
25th Aug 2015
Before: Senior Judge Lush Citation:  EWCOP 27 Philip Jenkins (instructed by Harcus Sinclair) for the Applicants. Click here to read more.
6th Jul 2015
Before: Edward Murray Citation:  EWHC 1938 (Ch);  EWCA Civ 1143;  EMLR 6 This is the trial of a claim for damages for breach of a settlement agreement dated 14 January 2011 (the “Settlement Agreement”) between Mr Frank Otuo, the Claimant, and Mr David Brierley, the Defendant. The Settlement Agreement recorded the terms of […]