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- Capital and Income in Trusts: Classification and Apportionment (Report)[2009] EWLC 315 (15 May 2009)    

Legislation Cited

Cases and Articles Cited

Case Name	Citation(s)	Court	Jurisdiction	Date †	Full Text		Citation Index
Pagliaro v Thomas	[2008] WTLR 1417		United Kingdom	circa 2008
RW Nenno, The Power to Adjust and Total-Return Unitrust Statutes: State Developments and Tax Considerations	(2008) 42 Real Property Probate and Trust Journal 657	Real Property, Probate and Trust Journal	United States	circa 2008	HeinOnline
R (Kay) v Commissioner of Police of the Metropolis	[2008] EWCA Civ 1441; [2009] 2 All ER 935; [2008] 1 WLR 2723; [2008] All ER (D) 255; [2009] RTR 16; [2009] HRLR 10	England and Wales Court of Appeal - Civil Division	United Kingdom - England and Wales	circa 2008	BAILII
[2007] STC (SCD) 362	[2007] STC (SCD) 362		United Kingdom	circa 2007
Revenue and Customs Commissioners v Trustees of the Peter Clay Discretionary Trust	[2007] EWHC 2661	High Court of England and Wales	United Kingdom - England and Wales	circa 2007	BAILII
IRC v John Lewis Properties plc	[2002] EWCA Civ 1869; [2003] 2 WLR 1196	England and Wales Court of Appeal - Civil Division	United Kingdom - England and Wales	20 Dec 2002	BAILII
(2001) 36 Real Property Probate and Trust Journal 169	(2001) 36 Real Property Probate and Trust Journal 169	Real Property, Probate and Trust Journal	United States	circa 2001	HeinOnline
(2001) 7 (2) Charity Law and Practice Review 131	(2001) 7 (2) Charity Law and Practice Review 131	Charity Law and Practice Review	United Kingdom	circa 2001
S Worthington, Shares and Shareholders: Property, Power and Entitlement	(2001) 22 Company Lawyer 258	Company Lawyer	United Kingdom	circa 2001	Westlaw
J Hill and J Smith, Permanent Endowment and Total Return	(2001) 7 (2) Charity Law and Practice Review 125	Charity Law and Practice Review	United Kingdom	circa 2001
Kellar v Williams	[2000] UKPC 4; [2000] 2 BCLC 390	Privy Council	United Kingdom	7 Feb 2000	BAILII
(2000) 14 (2) Trust Law International 75	(2000) 14 (2) Trust Law International 75	Trust Law International		circa 2000	Westlaw
"Co Law and the Myth of Shareholder Ownership"	(1999) 62 Modern Law Review 32	Modern Law Review	United Kingdom	circa 1999	HeinOnline
Village Cay Marina Ltd v Acland	[1998] 2 BCLC 327; [1998] BCC 417		United Kingdom	circa 1998	LexisNexis
"Defeating the Duty to Disappoint Equally: The Total Return Trust"	(1997) 32 Real Property Probate and Trust Journal 45	Real Property, Probate and Trust Journal	United States	circa 1997	HeinOnline
E Ford, †Trustee Investment and Modern Portfolio Theoryâ€	(1996) 10 (4) Trust Law International 102	Trust Law International		circa 1996	Westlaw
Nestle v National Westminster Bank	(1996) 10 (4) Trust Law International 112	Trust Law International		circa 1996	Westlaw
Sinclair v Lee	[1993] Ch 497; [1993] 3 All ER 926	Court of Chancery	United Kingdom	circa 1993	LexisNexis / Westlaw
Nestle v National Westminster Bank plc	[1992] EWCA Civ 12; [1993] 1 WLR 1260	England and Wales Court of Appeal - Civil Division	United Kingdom - England and Wales	6 May 1992	BAILII
Bosanquet v Allen (Inspector of Taxes); Carver v Duncan (Inspector of Taxes)	[1985] AC 1082; [1985] 2 WLR 1010		United Kingdom	circa 1985	LexisNexis / Westlaw
Cowan v Scargill	[1985] Ch 270; [1984] 2 All ER 750	Court of Chancery	United Kingdom	circa 1985	LexisNexis / Westlaw
Earl of Lonsdale v Attorney General	[1982] 3 All ER 579		United Kingdom	circa 1982	LexisNexis
Re Joel	[1967] Ch 14	Court of Chancery	United Kingdom	circa 1967	LexisNexis / Westlaw
MC Devine, Principal and Income Allocation of Stock Distributions: the Six Per Cent Rule	(1966) 64 Michigan Law Review 856	Michigan Law Review	United States	circa 1966	HeinOnline / LexisNexis
(1964) 54 American Economic Review 77	(1964) 54 American Economic Review 77	American Economic Review	United States	circa 1964
Rae v Lazard Investment Co Ltd	[1963] UKHL 7; 41 Tax Cas 1; [1963] 1 WLR 555	House of Lords	United Kingdom	10 Apr 1963	BAILII
Re Berry	[1962] Ch 97	Court of Chancery	United Kingdom	circa 1962	LexisNexis / Westlaw
Re Gough	[1957] Ch 323	Court of Chancery	United Kingdom	circa 1957	LexisNexis / Westlaw
Hassell v Perpetual Executors Trustees & Agency Co (WA) Ltd and Ball	[1952] HCA 66; (1952) 86 CLR 513; [1953] ALR 77	High Court of Australia	Australia - Commonwealth	11 Dec 1952	AustLII
Re Rudd's WT	[1952] 1 All ER 254		United Kingdom	circa 1952	LexisNexis
Re Kleinwort s Settlement Trusts	[1951] 2 All ER 328		United Kingdom	circa 1951	LexisNexis
MacLaren s Settlement Trusts	[1951] 2 All ER 414		United Kingdom	circa 1951	LexisNexis
Re Sechiari	[1950] 1 All ER 417		United Kingdom	circa 1950	LexisNexis
Re Doughty	[1947] Ch 263	Court of Chancery	United Kingdom	circa 1947	LexisNexis / Westlaw
Re Walker s Settlement Trusts	[1936] Ch 280	Court of Chancery	United Kingdom	circa 1936	LexisNexis / Westlaw
Re Fenurick's Wills Trusts	[1936] Ch 720	Court of Chancery	United Kingdom	circa 1936	LexisNexis / Westlaw
Hill v Permanent Trustee Co of New South Wales Ltd	[1930] AC 720		United Kingdom	circa 1930	LexisNexis / Westlaw
Bates: Mountain v Bates	[1928] Ch 682	Court of Chancery	United Kingdom	circa 1928	LexisNexis / Westlaw
Re Horn s Estate	[1924] 2 Ch 222	Court of Chancery	United Kingdom	circa 1924	LexisNexis / Westlaw
Re Jowitt	[1922] 2 Ch 442	Court of Chancery	United Kingdom	circa 1922	LexisNexis / Westlaw
Re Rogers	[1915] 2 Ch 437	Court of Chancery	United Kingdom	circa 1915	LexisNexis / Westlaw
Re Inman Inman v Inman	[1915] 1 Ch 187	Court of Chancery	United Kingdom	circa 1915	LexisNexis / Westlaw
McEuen, In re; McEuen v Phelps	[1913] UKLawRpCh 114; (1913) 2 Ch 704	Court of Chancery	United Kingdom	30 Oct 1913	CommonLII
Pope s Contract, In re	[1911] UKLawRpCh 85; (1911) 2 Ch 442	Court of Chancery	United Kingdom	20 Jul 1911	CommonLII
Coaks, In re; Coaks v Bayley	[1910] UKLawRpCh 136; (1911) 1 Ch 171	Court of Chancery	United Kingdom	29 Nov 1910	CommonLII
Poyser, In re; Landon v Poyser	[1910] UKLawRpCh 96; (1910) 2 Ch 444	Court of Chancery	United Kingdom	15 Jul 1910	CommonLII
Simpson (Davidson s Trustees) v Ogilvy	(1910) 1 SLT 45		United Kingdom - Scotland	circa 1910	Westlaw
Nicholson, In re; Eade v Nicholson	[1909] UKLawRpCh 58; [1909] 2 Ch 111	Court of Chancery	United Kingdom	8 May 1909	CommonLII
Perkins; Brown v Perkins	[1907] UKLawRpCh 128; (1907) 2 Ch 596	Court of Chancery	United Kingdom	25 Oct 1907	CommonLII
Broadwood's Settlements, In re; Broadwood v Broadwood	[1907] UKLawRpCh 125; (1908) 1 Ch 115	Court of Chancery	United Kingdom	24 Oct 1907	CommonLII
Lewis, In re; Davies v Harrison	[1907] UKLawRpCh 80; (1907) 2 Ch 296	Court of Chancery	United Kingdom	30 May 1907	CommonLII
Wilson, In re; Moore v Wilson	[1907] UKLawRpCh 23; [1907] 1 Ch 394	Court of Chancery	United Kingdom	7 Feb 1907	CommonLII
Bates, In re; Hodgson v Bates	[1906] UKLawRpCh 141; [1907] 1 Ch 22	Court of Chancery	United Kingdom	31 Oct 1906	CommonLII
Rochester (Bishop) v Le Fanu	[1906] UKLawRpCh 136; [1906] 2 Ch 513	Court of Chancery	United Kingdom	11 Aug 1906	CommonLII
Re Bentham	(1906) 94 LT 307		United Kingdom	circa 1906
Smith v Dana	(1905) 77 Conn 543		United States - Connecticut	circa 1905
Chaytor, In re; Chaytor v Horn	[1904] UKLawRpCh 154; [1905] 1 Ch 233	Court of Chancery	United Kingdom	16 Nov 1904	CommonLII
Atkinson, In re; Barbers' Co v Grose-Smith	[1904] UKLawRpCh 83; [1904] 2 Ch 160	Court of Chancery	United Kingdom	1 Jun 1904	CommonLII
[1901] 1 Ch 916	[1901] 1 Ch 916	Court of Chancery	United Kingdom	circa 1901	LexisNexis / Westlaw
Re Atkins; Newman v Sinclair	(1899) 81 LT 421		United Kingdom	circa 1899
Hubbuck, In re; Hart v Stone	[1896] UKLawRpCh 22; [1896] 1 Ch 754	Court of Chancery	United Kingdom	4 Feb 1896	CommonLII
Pitcairn, In re; Brandreth v Colvin	[1895] UKLawRpCh 157; [1896] 2 Ch 199	Court of Chancery	United Kingdom	5 Nov 1895	CommonLII
Malam, In re; Malam v Hitchens	[1894] UKLawRpCh 145; [1894] 3 Ch 578	Court of Chancery	United Kingdom	28 Jul 1894	CommonLII
Whitehead, In re; Peacock v Lucas	[1894] UKLawRpCh 4; (1894) 1 Ch 678	Court of Chancery	United Kingdom	13 Jan 1894	CommonLII
Re Tindal (Deceased)	(1892) 9 TLR 24		United Kingdom	circa 1892	LexisNexis
Thomas, In re; Wood v Thomas	[1891] UKLawRpCh 128; [1891] 3 Ch 482	Court of Chancery	United Kingdom	15 Jul 1891	CommonLII
Sheldon, In re; Nixon v Sheldon	[1888] UKLawRpCh 107; 39 Ch D 50	Court of Chancery	United Kingdom	5 Jun 1888	CommonLII
Bouch v Sproule	[1887] UKLawRpAC 21; (1887) 12 AC 385; 29 Ch D 636		United Kingdom	13 Jun 1887	CommonLII
Re Whiteley	[1886] UKLawRpCh 180; (1886) 33 Ch D 347		United Kingdom	29 Jul 1886	CommonLII
Bouch, In re; Sproule v Bouch	[1885] UKLawRpCh 97; 29 Ch D 635	Court of Chancery	United Kingdom	18 Mar 1885	CommonLII
Campbell v Wardlaw	(1883) 8 AC 641		United Kingdom	circa 1883	LexisNexis / Westlaw
Gray v Siggers	[1880] UKLawRpCh 180; 15 Ch D 74	Court of Chancery	United Kingdom	16 Jun 1880	CommonLII
Askew v Woodhead	[1880] UKLawRpCh 64; 14 Ch D 27		United Kingdom	3 Mar 1880	CommonLII
Griffith, In re; Carr v Griffith	[1879] UKLawRpCh 253; 12 Ch D 655	Court of Chancery	United Kingdom	17 Jul 1879	CommonLII
Honywood v Honywood	[1874] UKLawRpEq 108; 18 Eq 306		United Kingdom	9 Jun 1874	CommonLII
Jones v Ogle	[1872] UKLawRpCh 126; (1872-1873) LR 8 LRCh App 192		United Kingdom	16 Dec 1872	CommonLII
Cox v Cox	[1869] UKLawRpEq 120; 8 Eq 343		United Kingdom	9 Jun 1869	CommonLII
Allhusen v Whittell	[1867] UKLawRpEq 113; 4 Eq 295		United Kingdom	28 Jun 1867	CommonLII
Bate v Hooper	[1855] EngR 688; 43 ER 901; (1855) 5 De GM & GBy 338		United Kingdom	circa 1855	CommonLII
Rowley v Unwin	[1855] EngR 904; 2 K & J 138; 69 ER 726		United Kingdom	circa 1855	CommonLII
Hinves v Hinves	[1844] EngR 488; 3 Hare 609; 67 ER 523	Court of Chancery	United Kingdom	circa 1844	CommonLII
Howe v Lord Dartmouth	[1802] EngR 197; [1775-1802] All ER 24; 32 ER 56; (1802) 7 Ves Jr 137; (1802) 7 Ves 137; 4 Russ 195	Court of Chancery	United Kingdom	circa 1802	CommonLII
Gibson v Bott	[1802] EngR 181; 32 ER 37; (1802) 7 Ves Jr 89	Court of Chancery	United Kingdom	circa 1802	CommonLII