Zac (A Minor) v The Estate of A (Deceased) 07-Jan-2021

This judgment contains my written reasons in respect of an application by the plaintiff to adduce additional expert and factual evidence on the issue of investment charges and to deal with various objections by the defendant to other factual and expert evidence the plaintiff wished to adduce.

The general background to the present proceedings is set out in a previous judgment I issued in this matter reported at Zac (A Minor) v The Estate of A (Deceased) [2018] JRC 088A ("the 2018 judgment") at paragraphs 2 to 15 which I adopt for the purposes of this judgment.

In a further judgment dated 28 th May 2020 reported at Zac (A Minor) v The Estate of A (Deceased) [2020] JRC 096 ("the 2020 judgment"), I summarised the procedural history since the 2018 judgment.

The 2020 judgment related to an application to vary directions as a result of the plaintiff suffering a seizure at the end of 2019 which required investigation and led to a detailed timetable being set by an Act of Court dated 28 th May 2020.

"8. the Plaintiff shall provide a schedule of loss by 5:00 p.m. Friday, 9th October, 2020 together with any expert evidence from an independent financial adviser and any actuary the Plaintiff wishes to rely on;