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Essay

Particulars of Claim

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You are instructed to draft a particulars of claim and any one associated court order that you feel are necessary based on the case papers the case papers for the fictitious case of Lascelles v Mountbatten and Another

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Uploaded on
March 8, 2022
Number of pages
5
Written in
2020/2021
Type
Essay
Professor(s)
Unknown
Grade
A+

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Claim No: PT-2020-61137
IN THE HIGH COURT OF JUSTICE
BUSINESS AND PROPERTY COURTS OF ENGLAND AND WALES
PROPERTY, TRUST, AND PROBATE LIST (ChD)



BETWEEN:


MARGARET LASCELLES Claimant

- And -


(1) THOMAS MOUNTBATTEN
(2) WINSTON TOWNSEND Defendants




PARTICULARS OF CLAIM



THE PARTIES

1 At all material times:

a. The Claimant (“Lady Margaret Lascelles”) was the sole beneficiary of a trust
created by her aunt on 11th April 2002 and for a total capital sum of
£2,000,000.

b. The First Defendant (“Captain Thomas Mountbatten”) was the sole
appointed trustee and was an implicitly trusted family friend for over 50
years.

c. The Second Defendant (“Mr Winston Townsend”) was the financial advisor
to the trust and operated on a contract for service basis when the trust
requires financial advice. He also advised the wider families regarding their
financial affairs and wealth management.




1

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