Pawlowski, Mark ORCID: https://orcid.org/0000-0002-5473-5809 (2008) Confidentiality or disclosure? Trusts and Estates Law & Tax Journal, 96 (May). pp. 12-14. ISSN 1743-5501

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Abstract

Considers the discretion of the trustees to disclose the settlor's wishes to the beneficiaries of a family discretionary trust. Discusses the confidentiality principle relating to family discretionary trusts and whether a settlor's wish letter falls within the scope of that principle. Sets out the guidance of the court in Breakspear v Ackland for trustees faced with a request for disclosure from a beneficiary.

Item Type:	Article
Additional Information:	Published version made available here with the permission of the publisher.
Uncontrolled Keywords:	beneficiaries, disclosure, discretionary trusts, trustees' powers and duties,
Subjects:	K Law > KD England and Wales
Pre-2014 Departments:	School of Humanities & Social Sciences School of Humanities & Social Sciences > Department of Law & Criminology School of Humanities & Social Sciences > Law & Criminology Research Group
Related URLs:	Organisation Publisher
Last Modified:	02 Oct 2019 14:33
URI:	http://gala.gre.ac.uk/id/eprint/1424

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