Hubbard & Anor v Hubbard & Anor [2025] EWHC 1538 (Ch) (20 June 2025)
The payments to Mr and Mrs Chart and Mr and Mrs Jull were not loans to the trust nor proper trust expenses or distributions; the defendants failed to discharge the burden of proving these payments were proper, and the claimants' objections were valid.
Source-derived case information.
- Citation
- [2025] EWHC 1538 (Ch)
- Parties
- Claimant: Andrew Frank Pitman Hubbard; Claimant: Nighat Hubbard; Defendant: Robert William Pitman Hubbard; Defendant: Ann Veronica Hubbard
- Jurisdiction
- England and Wales
- Judgment Date
- 20 June 2025
- Procedural Posture
- Trust Account Dispute / Post Trial Consequential Hearing
- Outcome
- Claimants' objections upheld; payments to Mr and Mrs Chart and Mr and Mrs Jull not treated as proper trust distributions.
- Legal Topics
- Trustee Accounting, Beneficiary Distributions, Trust Fund Expenditure
Source-derived case record
Summary, issues, holding and outcome
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Parties
Andrew Frank Pitman Hubbard
Claimant
Nighat Hubbard
Claimant
Robert William Pitman Hubbard
Defendant
Ann Veronica Hubbard
Defendant
Procedural Posture
Trust Account Dispute / Post Trial Consequential Hearing
Legal Issues
- 1 Whether payments to Mr and Mrs Chart and Mr and Mrs Jull were proper trust distributions
- 2 Whether claimants are entitled to challenge these payments at the consequential stage
Ratio Decidendi
The payments to Mr and Mrs Chart and Mr and Mrs Jull were not loans to the trust nor proper trust expenses or distributions; the defendants failed to discharge the burden of proving these payments were proper, and the claimants' objections were valid.
Court Disposition
Claimants' objections upheld; payments to Mr and Mrs Chart and Mr and Mrs Jull not treated as proper trust distributions.
Orders
- Payments of £845,727 and £374,088 to Mr and Mrs Chart and Mr and Mrs Jull are not to be deducted when calculating claimants' entitlement under the trust.
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