What does Beddoe application mean? An application by trustees or personal representatives asking the court to approve and direct whether the trust or estate should bring or defend litigation, and whether the applicants may use estate or trust funds to meet legal costs. Common in probate and trust disputes, it is made to obtain a “Beddoe order” authorising the proposed course and confirming an indemnity for costs from the estate/trust. If fiduciaries litigate without such approval, they risk personal liability for costs or disallowance of costs from the fund. The term derives from case law (Re Beddoe [1893] 1 Ch 547) and is...
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When trustees become involved in trust litigation, questions commonly arise about how their legal expenses should be covered. In suitable circumstances, a beddoe application is the most dependable route to ensure that costs are paid from the trust fund. While a trustee has a legal right to indemnity, prudent trustees should, where appropriate, apply to the court for permission to commence or defend proceedings by way of a Beddoe application...
The application takes its name from Re Beddoe, where Lindley LJ made clear that a trustee who proceeds without the court’s sanction and is unsuccessful runs the risk of personally shouldering the costs, even when acting on counsel’s advice...
This Practice Note explains when trustees ought to seek a Beddoe order, the practical approach to making such applications, how they differ from other related costs routes, and the dangers of continuing litigation without the protection afforded by a Beddoe order. The High Court has jurisdiction to give directions to trustees...
When evaluating a general damages claim, the practitioner ought initially to refer to the Judicial College Guidelines (JCG)...
This Practice Note This Practice Note reviews mechanisms used in settling litigation. A Tomlin order consists of a consent order paired with a schedule. It operates to stay proceedings on terms that have been agreed. The provisions contained in the schedule may remain confidential. This Practice Note describes the scope of confidentiality attaching to the schedule and sets out how it differs from a standard consent order. Sample wording for a Tomlin order is included, alongside links to precedents, as well as guidance on court approval. It also addresses varying, setting aside and enforcing a Tomlin order, including the considerations the court will take into account when handling applications for each. Further guidance is provided on interpreting and applying the relevant provisions of the CPR; however, some courts and divisions impose very specific requirements for both drafting and approval, and for approaching the schedule and confidentiality issues. Accordingly, you must consider the particular rules and court guide provisions in the forum where your claim is proceeding when drawing up the Tomlin order...
Date [ date ] Parties [ name of Landlord ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Landlord) [ name of Tenant ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Tenant) [ [ name of Guarantor ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Guarantor) ] [ [ name of Mortgagee ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Mortgagee) ] Definitions Within this Deed, the terms below shall be interpreted as follows: [ Annual Rent • the annual sum reserved under the Lease; ] [ Insurance Rent • the Tenant’s share of the Landlord’s costs of insuring the Property (as set out in the Lease); ] Lease • the lease of the Property dated [ date ], entered into between (1) [ the Landlord OR [ name ...
I, [ name ], of [ address ], solemnly and sincerely state that: [ Matters to be verified, set out in numbered paragraphs ] I make this solemn statement in good conscience, believing it to be true, and pursuant to the provisions of the Statutory Declarations Act 1835. DECLARED at [ details ] this [ day ] day of [ month and year ] Before me ................................................................................ [ signature of the person before whom the declaration is made ] A [ commissioner for oaths OR [ solicitor OR [ insert other qualification ] ] authorised to administer oaths ]...