Equity and Trusts Revision Notes

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The notes are set out in a logical, step-by-step form that makes the content easy to apply to problem questions. There is also some academic commentary included.

The following topics are covered:

  • Certainty
  • Formalities
  • Disposition of equitable interests
  • Constitution of trusts
  • Private purpose trusts
  • Charitable trusts
  • Trusts of the family home
  • Fiduciary obligations
  • The administration of the trust
  • Breach of trust
  • Tracing
  • Strangers to the trust.

There are two problem question plans enclosed at the end. They demonstrate how you can use these notes to answer problem questions on the three certainties, private purpose trusts, charitable trusts and trusts of the family home.

It is possible to use these notes to relatively quickly memorise the whole of the content covered once you have gone through and understood the topics. The strategy you can use to memorise the content is included at the start of the notes.

Please note that these are the revision notes I personally used to revise for my Equity and Trusts exam. They are not guaranteed to work for everyone or to replicate the content covered by all Universities. They were up to date to the best of my knowledge at the time of writing, which was between 2017 and 2020. Please ensure that they cover the areas that you need to know before relying on them. I accept no liability for any errors or omissions within the notes.