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Confidentiality or disclosure?

Confidentiality or disclosure?

Pawlowski, Mark ORCID: 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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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
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Last Modified: 02 Oct 2019 14:33
Selected for GREAT 2016: None
Selected for GREAT 2017: None
Selected for GREAT 2018: None
Selected for GREAT 2019: None
Selected for REF2021: None

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