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    Tag Archives for: "Trust"
     If you fail to seek advice on trust tax implications…

    If you fail to seek advice on trust tax implications…

    November 22, 2018

    Mr Malfi did not declare the proceeds of sale of Favart Road on his tax returns for either 2006/7 or 2007/8. Mr Malfi only acknowledged the existence of the declaration of trust in favour of his [...]

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       Trustees’ duty to provide accounts

      Trustees’ duty to provide accounts

      May 8, 2017

      The court in this case had been asked by some of the beneficiaries of two family trusts to provide an order that the defendant, an erstwhile trustee of the trusts, should provide them with trust [...]

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         Breach of trust & the cost consequences – Blades v Isaac [2016] EWHC 601

        Breach of trust & the cost consequences – Blades v Isaac [2016] EWHC 601

        May 27, 2016

        Do you know what costs trustees can recover from the trust even if they are in breach of trust? Here trustees acted in breach of their duty to account to beneficiaries by not providing [...]

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           Trustees’ mistake and tax consequences – is there a remedy?

          Trustees’ mistake and tax consequences – is there a remedy?

          May 22, 2015

          This case is the first to consider whether a mistake by trustees can be corrected following the Supreme Court decision in Pitt v Holt and Re Futter [2013] WTLR 377. Before that case the equitable [...]

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