Beneficiary refusing to engage

The refusal of beneficiaries to engage with executors and/or trustees has been raised on a number of ocassions.

On 17 Decemebr 2025, HHJ Paul Matthews handed down a decision on the issue which may be instructive to those with this issue: Lowe v. Daniels [2025] EWHC 3297 (Ch).

For those on LinkedIn, Charlotte John of Gatehouse Chambers has penned a useful summary.

Paul Saunders FCIB TEP

Independent Trust Consultant

Providing support and advice to fellow professionals

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