Wendy Mathers

Profile: Trusts

Experience and Expertise

Wendy accepts instructions relating to trusts including construction and rectification of trust instruments, breach of duty by trustees and other fiduciaries; the appointment, retirement and removal of trustees; trustee remuneration, exercise of trustee powers, tracing and variation of trusts. She has particular experience of pension trusts.

Cases and Work of Note

• Settling a claim for rectification of a pension scheme to correct a drafting error which inadvertently increased the accrual rate for a significant number of members. The employer obtained summary judgment without the need for a hearing;
• advising the Trustees of a Jersey Trust concerning their power of appointment in relation to residential property in London and Spain.