Home / Private Client / Contentious trusts and estates / Trust disputes

Legal News

GDPR and disclosure of beneficial ownership information by trustees

Copyright © 2025 LexisNexis

Published on: 27 April 2018

Published by a LexisNexis Private Client expert

Table of contents

What is the GDPR and how will it apply to trustees?
How will the GDPR affect trustees in light of their conflicting obligations to record and disclose beneficial ownership information to the authorities?
What actions should trustees take now in terms of compliance with both the MLR 2017 and data protection law?
How will the GDPR affect a subject area request (SAR) made by a beneficiary following the Dawson-Damer v Taylor Wessing case?

Article summary

Private Client analysis: Mark Lindley, partner at Boodle Hatfield, considers some of the implications of the EU General Data Protection Regulation on the disclosure of beneficial ownership information by trustees.

Popular documents

Will successfully challenged due to undue influence following long history of litigation (Rea v Rea)

Private Client analysis: The High Court Chancery Division recently delivered judgment following a five-day contested hearing in a dispute involving the estate of the late Anna Rea who died in 2019. The dispute concerned which of two Wills made by the testatrix, in 1986 and 2015 respectively, should

Trust disputes—asset tracing

Trust disputes—asset tracingIn some circumstances a beneficiary will want to recover a specific asset. Tracing as a remedy will be the preferred option as the claimant seeks to establish a proprietary right to the asset.It is important to make the distinction between tracing the asset that was

Administration actions—personal representatives and the deceased's liabilities

Administration actions—personal representatives and the deceased's liabilitiesDuring the lifetime of the testator they will enter in obligations in respect of contracts, covenants, debts, duties etc. Generally these obligations will subsist after their death and while their personal representative

What steps should be taken where a trust deed has been lost and a copy cannot be located?

What steps should be taken where a trust deed has been lost and a copy cannot be located?In the case of a missing trust deed, the first step would be to conduct a very thorough search for the original document or a copy of the document, consider contacting (amongst others) the following people:•the