Private Client:Trusts and Probate, Private Client: Personal Tax, Court of Protection

Susannah Meadway's practice encompasses advisory, drafting and litigation work in the fields of trusts and associated taxation, with a preponderance of work for large landed estates. Her work extends to wills, probate and the administration of estates, pensions, family provision, Court of Protection matters and charities. A significant part of her practice concerns applications to the Court under the Variation of Trusts Act 1958 to extend the lifetimes of trusts, and securing rectification by the Court of trust documents. Out of court, her work mainly consists of assisting trustees and beneficiaries to achieve their aims for the continuation and smooth running of their trusts, tax efficiently and with maximum flexibility.

Qualified 1988; Middle Temple;

Publications: Williams on Wills (joint editor); Mellows: Taxation for Executors and Trustees (joint editor); Perpetuities and Accumulations Act 2009 (Trusts and Trustees 2010); Extending trusts under the VTA 1958: a simplified method? (Trusts & Trustees 2016).

Reported cases:A v B [2016] EWHC 3740 (Ch); [2016] WTLR 745: Where the Court approved the extension of the perpetuity and accumulation periods applicable to the trusts of a dynastic settlement of a very large landed estate, sanctioning an unusual procedure which obviated the need to join all possible beneficiaries to the application.

C v C [2015] EWHC 2699 (Ch); [2016] WTLR 223: Where the Court accepted it had jurisdiction to vary the trusts of a foreign law settlement.DC v AC [2016] EWHC 477 (Ch): Where the Court approved the extension of the perpetuity and accumulation periods applicable to the trusts of a number of very large dynastic settlements.Bathurst v Bathurst [2016] EWHC 3033 (Ch): A variation involving an issue on the change of the provisions for the appointment of new trustees.Chisholm v Chisholm [2011] WTLR 187: Where the Court rectified two trust deeds so as to be bare trusts in accordance with the settlor’s intention.Bartlam v Coutts [2006] WTLR 1165: Where the Court rectified a deed of appointment which failed to appoint accumulation and maintenance trusts complying with the relevant requirements for inheritance tax relief.Re Bell [2002] WTLR 1105: Concerning the rectification of a will.Re Segelman [1996] Ch 171: Concerning the rectification of a will, as well as whether the will created a charitable trust of the testator’s valuable violin collection.

STEP (Society of Trust and Estate Practitioners); Chancery Bar Association.

St Catherine’s College, Oxford (1986 BA Hons PPE 1st Class; 1991 MA); City University (1987 Dip Law Distinction).