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Lecture notes

Equitable Maxim Recap Notes

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This is part of a bundle for Equity and Trusts Term 2. Includes: - Maxims - Implied Trusts - Constructive Trusts - Illegality - Presumption of Advancement

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  • July 12, 2021
  • 2
  • 2020/2021
  • Lecture notes
  • Jeanette
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Equity and Trusts 2

Module Content:

 Types of trust (building on E & T 1)
 Resulting Trusts: automatic / presumed / presumption of advancement
 Constructive trusts: focus on the family home
 Charities: charitable trusts / public benefit requirement
 Unincorporated associations: beneficiary principle
 Equitable remedies: focus on the injunction
 Skills: essay writing for the DEX (Distance Exam)
 *Guest lecture slot: private client practitioner / RISE trustees




Recapping the Maxims

What is a maxim?

“As equity became more formalized a framework emerged within which its development could be
shaped….” (Sarah Wilson, Textbook on Trusts, OUP, 2005)

“Rules of equity have to be applied in such a great diversity of circumstances that they can be stated
only in the most general terms and applied with particular attention to the circumstances of each
case.” (Lord Upjohn, Boardman v Phipps, 1967)



Treat with caution:

“The maxims are not rules to be construed like statutes, but rather a general basis around which
much of the law of equity has formed” (Sarah Wilson, Textbook on Trusts, OUP, 2005)

• Useful principles (Virgo ‘useful generalizations of complex law’)

• Often cited in judgments, but

Rarely the sole reason for a decision






 - Those who come to equity must come with clean hands:

 Has to relate to the relief (remedy) sought, don’t have to be of general moral upstanding
character

 Argyll (Duchess) v Argyll (Duke) [1967] Ch 302 (adultery/confidential information)

 “A person coming to Equity for relief – and this is the equitable relief which the plaintiff
seeks – must come with clean hands; but the cleanliness required is to be judged in relation
to the relief that is sought.” Ungoed-Thomas J

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