Private Client analysis: The long-awaited decision in Guest v Guest has been handed down. Many had hoped it would clarify the somewhat higgledly-piggledly law in this area and provide a user-friendly rubric for practitioners. The question arises: has that been achieved? On one analysis the answer is simple—yes it has. What was once described by Lord Justice Lewison in Davies v Davies as the ‘lively controversy’ about the essential aim of the exercise when the courts assess remedies in proprietary estoppel cases has now been put to bed. In fact Lord Briggs, who wrote the majority judgment in Guest, perhaps goes even further and denies that the controversy should ever have been thought ‘lively’ in the first place. In essence, the aim of the remedy is, in Lord Briggs’ words, ‘to remedy unconscionability mainly by satisfying expectation’. The main takeaway being that the ‘fulfilment of the promise’ is ‘likely to be the starting point’ in...
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What is the procedure to remove a caveat?A caveat is effective for six months. It can be extended on an ongoing basis for six months at a time. If the caveat is not renewed it will expire and any interested party is free to extract a grant.Withdrawal of caveatA caveat can be withdrawn at any time
Private Client analysis: The High Court Chancery Division recently delivered judgment following a five-day contested hearing in a dispute involving the estate of the late Anna Rea who died in 2019. The dispute concerned which of two Wills made by the testatrix, in 1986 and 2015 respectively, should
Trust disputes—beneficiaries' rights to informationA distinction should be drawn between disclosure by the trustees under trust law, due to the rights of beneficiaries to receive information and ‘non-party’ disclosure by trustees during litigation, whether voluntarily or as a result of a court
What steps should be taken where a trust deed has been lost and a copy cannot be located?In the case of a missing trust deed, the first step would be to conduct a very thorough search for the original document or a copy of the document, consider contacting (amongst others) the following people:•the
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