Jennings & Anor v Appleby [2026] EWHC 1161 (Ch) (19 May 2026)
A trust's validity for administrative workability is determined at its creation; subsequent growth in the class of beneficiaries does not render it void or voidable. Trustees are responsible for taking steps to ensure the trust property is administered for a workable class, including exercising powers to terminate and distribute assets.
- Citation
- [2026] EWHC 1161 (Ch)
- Parties
- Claimant: Benjimen Jennings; Claimant: Kenneth White; Defendant: Graham Appleby
- Jurisdiction
- England and Wales
- Judgment Date
- 19 May 2026
- Procedural Posture
- Trust Administration / Judgment
- Outcome
- claim approved
- Legal Topics
- Administrative Unworkability, Certainty of Objects, Termination of Trust, Distribution of Trust Assets
Case Brief
Summary, issues, holding and outcome
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Parties
Benjimen Jennings
Claimant
Kenneth White
Claimant
Graham Appleby
Defendant
Procedural Posture
Trust Administration / Judgment
Legal Issues
- 1 Whether the Lloyd Trust became void or voidable for administrative unworkability after its creation
- 2 Whether trustees can validly exercise powers to terminate and distribute trust assets when the class of beneficiaries has become excessively large
Ratio Decidendi
A trust's validity for administrative workability is determined at its creation; subsequent growth in the class of beneficiaries does not render it void or voidable. Trustees are responsible for taking steps to ensure the trust property is administered for a workable class, including exercising powers to terminate and distribute assets.
Court Disposition
claim approved
Orders
- Court approves trustees' decision to terminate the Lloyd Trust and appoint assets to Fulston Manor Academies Trust.
- Order already made giving effect to approval.
Full Case Text
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