Tag Archives: hluckhurst@fladgate.com

ILN Today Post

Trustees beware – beneficiaries can ask for more trust information than you think! Helena Luckhurst discusses the recent case of Lewis v Tamplin, and provides useful guidance for trustees and their advisers.

Lewis v Tamplin ([2018] EWHC 777 (Ch)) is a useful reminder to trustees and their advisers of the difficulty of resisting requests for disclosure of trust documents from trust beneficiaries, where the purpose of the request is to obtain information about the trust, its assets and the trustees’ stewardship of them, to enable the beneficiaries to hold trustees to account in their dealings with the trust assets.

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