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Claims Against Trustees

Data Law Limited


£60 inc VAT
Or £20.00/mo. for 3 months...
Study method
Online, self-paced
1 hour
No formal qualification
Additional info
  • Tutor is available to students

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Learning Outcomes

  • On completion of this course you will:

    • Be familiar with a trustee’s duties and with reference to the following; no conflict, no profit, account, bona fide exercise of discretion, standard of care
    • Understand how to establish a breach and the defences available
    • Be aware of the issues surrounding the removal of trustees
    • Know how to approach the court to intervene, where appropriate

What is the target audience?

  • This course is aimed at solicitors who advise clients regarding trusts, but will also be of interest to general practitioners who would like to enhance their knowledge of this particular aspect of private client work, including trainees, legal executives and paralegals.


This course will offer a practical discussion of claims against trustees and will explore the following topics in some detail:

  • Trustees’ duties
  • Establishing a breach
  • Defences;
  • Removal of trustees;
  • Asking the court to intervene
What are the requirements?
  • Watch 1 hour recorded webinar
  • This course provides one CPD point

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What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.