Timothy Sherwin considers beneficiary claims for an account in the Trusts & Estates Law and Tax Journal

10 May 2022

Timothy Sherwin considers beneficiary claims for an account in the Trusts & Estates Law and Tax Journal

Timothy Sherwin’s article “Beneficiaries: A Practical Approach” has been published in this month’s edition of the Trusts & Estates Law and Tax Journal.

In the paper, Timothy considers the rights of beneficiaries to an account in “two estate” cases, i.e., those where the beneficiary is interested in an estate, but only via another estate. In particular, Timothy looks at the recent decision in Boothman v Horsford [2022] WTLR 1, a case where the court directed that the beneficiaries of one estate were entitled to an account in respect of another estate, in which they were interested via the first estate. Timothy concludes that there is a clear rationale for permitting the beneficiaries access to an account in such cases, in line with principle and old authority.

The article can be found here.

Timothy acted for the successful claimants in Boothman v Horsford, instructed by Womble Bond Dickinson (UK) LLP. He regularly acts for beneficiaries and personal representatives in claims for accounts.

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