LW202-6-FY-CO:
Equity and Trusts

The details
2025/26
Essex Law School
Colchester Campus
Full Year
Undergraduate: Level 6
Current
Thursday 02 October 2025
Friday 26 June 2026
30
07 August 2025

 

Requisites for this module
(none)
(none)
(none)
(none)

 

(none)

Key module for

LLB M100CD Law,
LLB M100MD Law,
LLB M100TD Law

Module description

In this module, you will study principles governing the law of trusts. In the autumn term, you will learn about the development of equity, equitable principles and equitable remedies, and some of the social and legal contexts in which trusts arise. In the spring term, you will learn about inter vivos and testamentary private express trusts, trustees’ powers and duties, and liability for breach of trust and breach of fiduciary duty.


You will engage with the subject matter through an analysis of key concepts, primary sources, and judicial and academic debate. Tutorials and assessments are designed to enhance your reflective, analytical, critical reasoning, and communication skills.

Module aims

The aims of this module are:



  • To introduce students to foundational principles governing the law of equity and trusts and to foster understanding of the social and legal contexts in which trusts arise.

  • To foster understanding of the relative roles/functions of settlor, testator, trustee and beneficiary.

  • To foster understanding of the constituent elements of different types of trusts (charitable trusts, constructive trusts, resulting trusts, private express trusts, trusts of imperfect obligation).

  • To foster understanding of the intestacy rules and the Inheritance (Provision for Family and Dependants) Act 1975.

  • To foster understanding of the equitable doctrine of proprietary estoppel.

  • To foster understanding of the duties, powers and liabilities of trustees.

Module learning outcomes

By the end of this module, students will be expected to be able to:



  1. Apply legal reasoning to complex and multi-faceted scenarios, identifying missing or ambiguous information, formulating legally logical outcomes, and assessing potential legal outcomes.

  2. Ensure clarity in legal argumentation and exhibit understanding and appropriate use of legal terminology.

  3. Demonstrate a comprehensive understanding of the circumstances in which an estoppel arises, identify the constituent elements of different types of trusts, and recognise instances where a trust arises.

  4. Demonstrate detailed knowledge of the intestacy rules and the Inheritance (Provision for Family and Dependants) Act 1975, and how these operate in practice.

  5. Critically analyse breaches of fiduciary duty and trustees’ duties, differentiate between personal and proprietary remedies for breach, and identify the most appropriate remedy in specific circumstances.

  6. Communicate analysis, conclusions and advice clearly, logically and accurately.

Module information

Indicitive syllabus


Autumn term:



  • History of Equity

  • Equitable maxims

  • Critical thinking & evidence-based thinking

  • Classification of trusts

  • Types of trust

  • Charities Law

  • Essay writing skills

  • IRAC

  • Resulting & constructive trusts

  • Remedies & Estoppel


Spring term:



  • Capacity & the beneficiary principle

  • The three certainties

  • Formalities

  • Constitution

  • Variation of trusts

  • Fiduciary duties

  • Breach of fiduciary duty

  • Trustees' powers and duties

  • Breach of trust

  • Liability for breach of trust

  • Appointment & Removal of trustees

Learning and teaching methods

This module will be delivered via:

  • 2 hours lectures each week
  • 1 hour tutorial every fortnight

Bibliography

This module does not appear to have any essential texts. To see non - essential items, please refer to the module's reading list.

Assessment items, weightings and deadlines

Coursework / exam Description Deadline Coursework weighting
Coursework   Multiple Choice Quizzes - Continuous Assessment (LW202 Equity)    25% 
Coursework   In Class Test (LW202 - Equity and Trusts)    50% 
Coursework   Skills Assessment (LW202 - Equity and Trusts)  08/12/2025  25% 
Exam  Main exam: In-Person, Open Book (Restricted), 180 minutes during Summer (Main Period) 
Exam  Reassessment Main exam: In-Person, Open Book (Restricted), 180 minutes during September (Reassessment Period) 

Exam format definitions

  • Remote, open book: Your exam will take place remotely via an online learning platform. You may refer to any physical or electronic materials during the exam.
  • In-person, open book: Your exam will take place on campus under invigilation. You may refer to any physical materials such as paper study notes or a textbook during the exam. Electronic devices may not be used in the exam.
  • In-person, open book (restricted): The exam will take place on campus under invigilation. You may refer only to specific physical materials such as a named textbook during the exam. Permitted materials will be specified by your department. Electronic devices may not be used in the exam.
  • In-person, closed book: The exam will take place on campus under invigilation. You may not refer to any physical materials or electronic devices during the exam. There may be times when a paper dictionary, for example, may be permitted in an otherwise closed book exam. Any exceptions will be specified by your department.

Your department will provide further guidance before your exams.

Overall assessment

Coursework Exam
40% 60%

Reassessment

Coursework Exam
0% 100%
Module supervisor and teaching staff
Ms Penelope Brearey-Horne, email: pbrear@essex.ac.uk.
The Law Education Admin Team - lawschoolug@essex.ac.uk

 

Availability
No
No
No

External examiner

Mrs Pauline Hall
Anglia Ruskin University
Senior Lecturer
Resources
Available via Moodle
Of 46 hours, 36 (78.3%) hours available to students:
2 hours not recorded due to service coverage or fault;
8 hours not recorded due to opt-out by lecturer(s), module, or event type.

 

Further information
Essex Law School

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