X v A

[2006] 1 WLR 471

29th November 2005

High Court


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

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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