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England and Wales Case Law

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Trusts

X v A & Ors

The High Court refused trustees’ request to advance most trust capital to a life tenant so she could give it to charity, holding the transaction was not for her benefit.

  • Exercise of trustees' powers
  • Advancement of trust capital
  • Charitable gifts from trusts
  • Interpretation of trust instruments
  • Trusts
  • Trustee-powers
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Trusts and estates [2005] EWHC 2706 (Ch)

X v A & Ors

X v A & Ors [2005] EWHC 2706 (Ch) (29 November 2005)

Trustees sought directions to advance substantial trust capital to a life tenant so she could give it to charity. The High Court refused, holding the proposed payment was not for her benefit.

  • Exercise of trustee powers
  • Advancement of trust capital
  • Moral obligations and benefit
  • Discretionary trusts
  • Charitable gifts from trusts
  • Trusts-and-estates
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England and Wales decisions are organised by court, judge, legal area and indexed issue so a practitioner can move from a proposition to a citable authority with the surrounding context intact.