Landmark Equity & Trusts cases
Foundational UK equity authorities — express, resulting, and constructive trusts; fiduciary duties — ordered by citation impact.
50 landmarks, ordered by citation impact.
- 01
Milroy v Lord
(1862) 4 De GF & J 264 · Court of Appeal · 1862Imperfect gifts cannot be rescued by implying declaration of trust
- 02
Strong v Bird
(1874) LR 18 Eq 315 · Court of Chancery · 1874Imperfect gifts can be perfected when donee becomes donor's executor
- 03
Hunter v Moss
[1994] 1 WLR 452 · 1993A trust of intangible property need not identify specific assets from a larger identical mass.
- 04
Tinsley v Milligan
[1994] 1 AC 340 · House of Lords · 1994Illegal trust participants can recover property without relying on illegality
- 05
Pennington v Waine
[2002] EWCA Civ 227 · Court of Appeal · 2002Equity can perfect imperfect share gifts when unconscionable to withdraw
- 06
Keech v Sandford
(1726) Sel Cas Ch 61 · Court of Chancery · 1726Trustees cannot profit from their position even without fraud or misconduct
- 07
Morice v Bishop of Durham
(1805) 10 Ves 522 · Court of Chancery · 1805Court establishes certainty requirement for charitable trusts and cy-près doctrine
- 08
Knight v Knight
(1840) 3 Beav 148 · Court of Chancery · 1840Court establishes three certainties doctrine for valid trust creation
- 09
Saunders v Vautier
(1841) 4 Beav 115 · Court of Chancery · 1841Adult beneficiaries can terminate trusts early and demand transfer of assets
- 10
Certainty of Subject Matter — Palmer v Simmonds
(1854) 2 Drew 221 · Chancery Division · 1854Trusts fail if subject matter lacks certainty - 'bulk of estate' insufficient.
- 11
McCormick v Grogan
(1869) LR 4 HL 82 · House of Lords · 1869Equity enforces secret trusts to prevent fraud despite apparent contradiction of statutory formalities.
- 12
Barnes v Addy
(1874) LR 9 Ch App 244 · Court of Chancery · 1874Third parties liable for breach of trust through dishonest assistance or knowing receipt
- 13
Re Hallett's Estate
(1880) 13 Ch D 696 · Court of Appeal · 1880Trustee cannot claim benefit of doubt when mixing trust funds with own money
- 14
Commissioners for Special Purposes of Income Tax v Pemsel
[1891] AC 531 · House of Lords · 1891Established the four heads of charity: religion, education, relief of poverty, other purposes beneficial to community.
- 15
Re Stead
[1900] 1 Ch 237 · Chancery Division · 1900Half-secret trusts fail when communicated terms differ from will provisions
- 16
Re Gardner (No 2)
[1923] 2 Ch 230 · Chancery Division · 1923Secret trusts bind accepting trustees despite non-acceptance by co-trustees
- 17
Blackwell v Blackwell
[1929] AC 318 · House of Lords · 1929Secret trusts bind trustees despite beneficial gifts under wills
- 18
Re Diplock
[1948] Ch 465 · Court of Appeal · 1948Court creates personal remedy against innocent recipients of wrongly distributed estate funds
- 19
Re Coulthurst
[1951] Ch 661 · Court of Appeal · 1951Educational trusts must benefit sufficient section of public, not just company employees' relatives.
- 20
Oppenheim v Tobacco Securities Trust
[1951] AC 297 · House of Lords · 1951Trust for company employees' children fails public benefit test for charity
- 21
Re Young
[1951] Ch 344 · Chancery Division · 1951Secret trust beneficiaries can witness wills without losing their interests
- 22
Re Scarisbrick
[1951] Ch 622 · Court of Appeal · 1951Religious trusts for specific denominations or groups can be charitable despite restricted beneficiaries.
- 23
Re Rose
[1952] Ch 499 · Court of Appeal · 1952Gift complete in equity when donor does everything in their power
- 24
Re Astor's Settlement Trusts
[1952] Ch 534 · Chancery Division · 1952Non-charitable purpose trusts void for lack of beneficiaries to enforce them.
- 25
IRC v Broadway Cottages Trust
[1955] Ch 20 · Court of Appeal · 1955Discretionary trusts required complete list of all possible beneficiaries for validity.
- 26
Grey v IRC
[1960] AC 1 · House of Lords · 1960Oral dispositions of equitable interests are void without writing under s53(1)(c)
- 27
Re Endacott
[1960] Ch 232 · Court of Appeal · 1960Court rejected extension of anomalous exceptions to non-charitable purpose trust invalidity.
- 28
Oughtred v IRC
[1960] AC 206 · House of Lords · 1960Contracts for equitable interests need separate written disposition despite specific enforceability
- 29
Neville Estates v Madden
[1962] Ch 832 · Chancery Division · 1962Threefold classification of gifts to unincorporated associations; synagogue land held on valid charitable trust.
- 30
Re Londonderry's Settlement
[1965] Ch 918 · Court of Appeal · 1965Beneficiaries cannot compel trustees to disclose reasons for exercising discretionary powers.
- 31
Vandervell v IRC
[1967] 2 AC 291 · House of Lords · 1967Incomplete trust dispositions cannot escape beneficial ownership for tax purposes
- 32
Boardman v Phipps
[1967] 2 AC 46 · House of Lords · 1967Fiduciaries must account for unauthorized profits despite acting honestly
- 33
Re Denley's Trust Deed
[1969] 1 Ch 373 · Chancery Division · 1969Purpose trusts valid when beneficiaries have direct enforceable interest
- 34
Re Gulbenkian
[1970] AC 508 · House of Lords · 1970House of Lords clarifies crucial distinction between trusts and powers
- 35
McPhail v Doulton
[1971] AC 424 · House of Lords · 1971House of Lords relaxes certainty test for discretionary trusts
- 36
Secret Trusts — Ottaway v Norman
[1972] Ch 698 · Chancery Division · 1972Secret trusts can be established by clear evidence of intention, communication and acceptance.
- 37
Re Recher's Will Trusts
[1972] Ch 526 · Chancery Division · 1972Gifts to unincorporated associations valid as beneficial gifts to members under contract-holding theory.
- 38
Dingle v Turner
[1972] AC 601 · House of Lords · 1972Poverty trusts can benefit defined classes and remain charitable despite personal connections.
- 39
Re Baden's Deed Trusts (No 2)
[1973] Ch 9 · Court of Appeal · 1973Discretionary trusts valid if clear cases identifiable despite uncertain borderline cases.
- 40
Re Vandervell's Trusts (No 2)
[1974] Ch 269 · Court of Appeal · 1974Resulting trusts can be displaced by trustee conduct evidencing express trust intention
- 41
Injunctions — American Cyanamid Co v Ethicon Ltd
[1975] AC 396 · House of Lords · 1975Interim injunctions granted where serious question, inadequate damages, and balance favours applicant.
- 42
Re Kayford Ltd
[1975] 1 WLR 279 · Chancery Division · 1975Company can create trust of customer deposits by segregation with clear trust intention.
- 43
Paul v Constance
[1977] 1 WLR 527 · Court of Appeal · 1977Informal words 'money is as much yours as mine' created valid express trust
- 44
Re Tucks Settlement Trusts
[1978] Ch 49 · 1977Chief Rabbi clause valid; expert determination can cure conceptual uncertainty in trusts
- 45
Re Snowden
[1979] Ch 528 · Chancery Division · 1979Half-secret trusts valid if terms communicated before or contemporaneously with will execution.
- 46
Constructive Trusts — Chase Manhattan Bank NA v Israel-British Bank (London) Ltd
[1981] Ch 105 · Chancery Division · 1981Mistaken payments create immediate constructive trusts giving equitable proprietary interests.
- 47
Cowan v Scargill
[1985] Ch 270 · Chancery Division · 1985Pension trustees must put financial returns before political ideology
- 48
Unjust Enrichment — Lipkin Gorman v Karpnale Ltd
[1991] 2 AC 548 · House of Lords · 1991Unjust enrichment recognized as independent cause of action requiring restitution subject to defenses.
- 49
Attorney General for Hong Kong v Reid
[1994] 1 AC 324 · 1993Bribe proceeds held on constructive trust from moment of receipt by fiduciary
- 50
Re Goldcorp Exchange
[1995] 1 AC 74 · 1994No trust arises over unascertained goods without appropriation or sufficient certainty of subject matter