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exoneration clausespleading dishonestybreach of trust
HHJ Paul Matthews in Sofer v Swissindependent Trustees
[2019] EWHC 2071 (Ch)
Key Principle
To overcome a trustee exoneration clause that excludes liability save for dishonesty, a claimant must plead the elements of dishonesty (actual subjective state of mind) with sufficient particularity; a pleading that fails to do so may be struck out under CPR 3.4(2)(a).
Area of Law
General
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