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Trustees and mistake: Where are we now?
Laura Abbott reviews recent case law to discern current attitudes towards rectifying a genuine mistake ‘If a trustee takes advice which later proves to be incorrect, Hastings-Bass is unlikely to relieve the trust of the financial consequences, but the broadened rule of mistake may (in some limited cases) serve to do so, depending on the …
Cases Referenced
Cases in bold have further reading - click to view related articles.
- ABC & ors v JKL [2019] EWHC 2416 (Ch)
- Bainbridge v Bainbridge [2016] WTLR 943
- Freedman v Freeman [2015] EWHC 1457 (Ch); [2015] WTLR 1187 ChD
- Futter & anr v HMRCC (with Pitt v HMRCC) [2013] UKSC 26; [2013] WTLR 977 SC
- Gibbon v Mitchell [1990] 1 WLR 1304
- Kennedy & ors v Kennedy & ors [2015] WTLR 837
- Ogilvie v Littleboy (1897) 13 TLR 399
- Payne & anor v Tyler & anor [2019] EWHC 2347 (Ch); [2019] WTLR 1221 ChD
- Prise v Saundry [2019] WTLR 683
- Re Hastings-Bass [1974] EWCA Civ 13
- Rogge & anor v Rogge & ors [2019] EWHC 1949 (Ch); [2019] WTLR 1305 ChD
- Sieff v Fox [2005] WTLR 891
- Smith v Stanley [2019] 2 WLUK 174
- Speight v Gaunt (1883) UKHL 1
- Van der Merwe v Goldman & anr [2016] EWHC 790 (Ch); [2016] WTLR 913 ChD