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United Kingdom exoneration clausespleading dishonestybreach of trust

HHJ Paul Matthews in Sofer v Swissindependent Trustees

[2019] EWHC 2071 (Ch)
JurisdictionUnited Kingdom
CourtHigh Court of Justice, Chancery Division
Year2019
StatusPersuasive authority

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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