X v A


Reference:
[2006] 1 WLR 471

Date:
29th November 2005

Court:
High Court

Comment:

Trustees proposed to make large charitable donation as an advance to the life tenant.


Held:
The trustees’ proposal was not for the benefit of the life tenant.

Widely reported decision on the limits of what can be said to benefit a beneficiary of trust so as to allow the trustee to make an advancement for that purpose. A great sense of moral obligation held by a beneficiary did not on the facts make the proposed charitable gift of benefit to that beneficiary


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