Proprietary estoppel: What to expect

David Wilkinson considers the implications of the Supreme Court decision in Guest The court’s task is to do justice ‘in the round’, including to any third parties, and with reference to whether the proposed remedy (if conferred by the promisee) would be unconscionable or not. More than ten months in the making and running to …
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Morton v Morton & anr WTLR(w) 2022-05

Wills & Trusts Law Reports | Web Only

Wills & anr v Sowray WTLR(w) 2021-07

Wills & Trusts Law Reports | Web Only

Guest & anr v Guest WTLR(w) 2021-05

Wills & Trusts Law Reports | Web Only

The respondent (who had been the claimant at first instance) was the eldest son of the two appellants. He had worked on the family farm full-time for some 33 years, until his relationship with his parents deteriorated. The respondent then brought proceedings against the appellants seeking a declaration of his entitlement to a beneficial interest in the farm on the basis of an alleged proprietary estoppel. At first instance, the court found in his favour, concluding that the first appellant had consistently and over time led the respondent to believe that he would inherit a sufficient sta...

Anaghara v Anaghara & ors WTLR(w) 2021-01

Wills & Trusts Law Reports | Web Only

The long-term partner and customary wife of the deceased claimed that a proprietary estoppel arose in her favour as to the matrimonial home. At first instance, the County Court awarded her a life interest in the property in satisfaction of her equity. On appeal, the High Court upheld the award of the life interest finding that she had detrimentally relied on assurances given by her customary husband, by not purchasing a house of her own. She was not required to demonstrate in great detail how she would have acquired such a house – by virtue of the representations of the deceased she had ...

Horsford v Horsford [2020] WTLR 519

Wills & Trusts Law Reports | Summer 2020 #179

The claimant and her husband owned and farmed College Farm in Cambridgeshire. They had three children – two daughters and one son. The defendant, who was their son, owned and farmed the adjoining Whitleather Lodge Farm and had joined his parents’ farming partnership on an equal basis.

After separating from her husband in 2011, the claimant moved into a property which had previously produced a rental income and she was concerned to secure her financial independence. This led to the claimant, her ex-husband and the defendant setting in motion the steps required for a partnership agr...

Moore v Moore & anr [2019] WTLR 233

Wills & Trusts Law Reports | Spring 2019 #174

In 1966 the claimant and his brother became the joint owners of a substantial farm in Wiltshire and began farming in partnership. The claimant’s son, the defendant, worked on the farm from childhood and became a salaried partner in 1998.

The brother retired from the partnership in 2008 and gave his partnership share to the defendant in return for a payment of £500,000 from the partnership. The claimant and the defendant also incorporated a company, of which the defendant was 51% shareholder, and to which various partnership assets were transferred in 2010.

Relations between...

Smith-Tyrrell & anr v Bowden [2018] WTLR 987

Wills & Trusts Law Reports | Autumn 2018 #173

The claimants occupied land at Falmouth in Cornwall (the property) initially pursuant to a written agreement for the grant of a 15-year lease from 1 January 1993 at a rent of £400 per annum. The agreement was never signed by the defendant’s parents, who were then the freehold owners, with the result that it did not qualify as a valid agreement for the grant of a tenancy of 15 years, due to failure to comply with the requirements of s2 of the Law of Property (Miscellaneous Provisions) Act 1989. After the expiry of the 15-year period, the claimants continued to pay, and the defendant to ac...

CICTs And Section 2: Some thoughts from the Bar

Amanda Tipples QC examines the interaction of common intention constructive trusts and proprietary estoppel in light of the decision in Matchmove v Dowding ‘For a party to succeed on a claim to enforce an oral bargain in respect of land, coupled with reliance and detriment, it needs to base its case on a common intention …
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Proprietary Estoppel: Down on the farm

Rebecca Cattermole highlights the current position on the doctrine of estoppel in the context of recent case law ‘It was a useful working hypothesis to take a sliding scale by which the clearer the expectation, the greater the detriment.’ The case of Moore v Moore [2016] is the most recent illustration of the treatment of …
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