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Simon Gore Consulting Ltd

8 Upper Street, Oakley, Diss, IP21 4AX

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Trust Litigation Webinar Series 2018

Crociani - Unpicked, - DOWNLOAD AVAILABLE

Presented by

Nicholas Le Poidevin QC and Aidan Briggs, New Square Chambers

-  Description of the case and the issues 

- Powers, whether fiduciary, fraud on power, excessive execution 

- Powers, unreasonableness 

- Conflict of interest 

-  Remedies etc. 

- Defences 

Trustees making applications for directions - DOWNLOAD AVAILABLE

Presented by

Geoffrey Kertesz of Bircham, Dyson Bell and Leon Pickering of Ten Old Square.

- Blessing applications

- Surrendering discretions 

- Costs

Self Dealing Issues - DOWNLOAD AVAILABLE

Presented by

Richard Dew of Ten Old Square and Roberta Harvey of Charles Russell Speechlys

- Rules and exceptions

- Bribes and no conflict rule

- When can trustees profit from their role?

- Fiduciary rules

- Remedies and litigation

- Recent cases and lessons learnt


Equitable Remedies - DOWNLOAD AVAILABLE

Presented by

Piers Feltham and Thomas Dumont of Radcliffe Chambers

- Hastings Bass

- Mistake

- Divergence of approaches onshore and offshore

- Recent decisions


Limitation periods for claims against constructive trustees - June 14th from 12.30 - 1.30pm

Presented by

Toby Bishop of Field Court Chambers and Roman Kubiak of Hugh James Solicitors

- Use of proprietary claims against assets received in breach of fiduciary duty

- Relation between laches and limitations

- Dishonest assisters

- Trustee indemnities - claims against 


Tax Update - Trusts - June 14th 3pm - 4pm

Presented by

Amanda Hardy QC and Oliver Marre of 5 Stone Buildings

- The new trust landscape for non-doms

- The new CGT regime for non-resident trusts of uk real property 

- Update on recent domestic cases including Barclay's Wealth 

- Trusts and EU law after Panayi and in the shadow of Brexit 

- Trusts and the OECD model treaties after Lee & Bunter 

- Trusts of business and agricultural property and other trust planning tips. 

The Trouble with Beneficiaries - July 19th 3 - 4pm

Presented by

Mark Baxter of 5 Stone Buildings and James Lister of Stevens & Bolton

- Limits on channelling benefits to non-beneficiaries

- Practical ways around the limits

- Duties on excluding and adding beneficiaries

- Blessing applications

- Foreign Beneficiaries 


Gifts Made by Vulnerable Adults - September 13th 12.30 - 1.30pm

Presented by

Jordan Holland of 5 Stone Buildings

- What should solicitors watch out for?

- Use of the Golden Rule

- Defences and use of mistake?

- Types of gifts which could lead to undue influence

- Evidence in court, who’s better - the solicitor or expert?

Update on proprieatary estoppel, co-ownership and constructive trusts - October 15th 12.30 - 1.30pm

Presented by Brie Stevens-Hoare QC and Edward Rountree, Hardwicke Chambers

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