ET2025
ET2025
SCHOOL OF LAW
EQUITY AND TRUSTS
Course Facilitators:
Ms. Rita Kenkwanzi (Lecturer)
Ms. Rachel Nasana Abulo (Tutorial Assistant)
Ms. Comfort Kakama Kihembo (Tutorial Assistant)
Course Description
The course unit deals with the law that governs equity and trusts in a fairly detailed
manner and under one designated course. This takes a different approach from the
norm, where the doctrines of equity and trusts are often injected into other standing
course units, such as the Law of Contract, the Law of Property. Family Law, Succession
and Administration of Estates, Conveyancing, et cetera.
This course unit focuses on preparing you to obtain knowledge of the two legal
concepts; Equity and Trusts. In addition to lectures, the course employs participatory
methodology through group discussions, research and presentation to enable you,
inter alia, gain in depth knowledge on this area of law.
Course Objective:
This course unit is intended to equip students with knowledge and application of the
rules and doctrine of Equity and Trusts in Uganda, and how the law has evolved over
the years, starting with England, being the origin of the legal systems in most
Commonwealth Countries. At the end of the course unit, students are expected to
have a working knowledge of the said rules and doctrine of equity and the law of
trusts and to apply the same as required by the exigencies of legal scholarship,
practice, and research.
Course Coverage:
The course will consider the history of equity, maxims of equity, and the basic
principles which dominate its jurisprudence and the relevance of equity today; the
nature of equitable rights and interests and the doctrine of notice; the doctrines of
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equity and the remedies thereof; the concept of a trust with emphasis on
classification and creation of trusts. The course then shifts its focus to equity more
generally by considering the equitable rules for assignment of property and the
remedies of specific performance and injunctions.
a. Analyse the historical development of equity and its influx in the Ugandan Legal
System.
b. Identify the principles of Equity and its practical application.
c. Develop an understanding of the Law of Trusts in Uganda.
Learning outcomes:
A student who has satisfactorily completed the Equity and Trusts class should be able
to:
• Explain and apply to any factual problem the law relating to equity and trusts
(including constructive and resulting trusts), equitable remedies and equitable
assignment.
• Describe and evaluate both fundamental themes underlying and connecting the
specific doctrines covered, and the relationship of equity to other parts of the
law.
• Make oral and written legal presentations on equity and trusts.
Abbreviations:
AC: Appeal Cases (England)
AD: Appellate Division (South Africa)
All E.R: All England Law Reports
Cr. App R. Criminal Appeal Reports (England)
Crim. L.R: Criminal Law Report (England)
E.A: P .L.R East African Protectorate Law Reports
EA: East African Law Reports (East Africa)
EACA: East African Court of Appeal
EALJ: East African Law Journal (East Africa)
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HCB: High Court Bulletin (Uganda)
HL: House of Lords (England)
KB/KBD: King's Bench Division (England)
KLR: Kenya Law Reports (Kenya)
LLR - LB Lesotho Law Reports and Legal Bulletin
LQR: Law Quarterly Review (England)
LRNR: Law Report of Nyasaland and Rhodesia (Zambia Malawi)
M.L.R: Modern Law Review (England)
R.N: Rhodesia and Nyasaland (Zambia and Malawi)
SA: South African Law Reports (South Africa)
ULR: Uganda Law Reports (Uganda)
W.L.R: Weekly Law Reports (England)
Basic Texts:
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The course unit deals with the Doctrines of Equity, including Equitable Remedies, and
Trusts and related matters in Uganda.
● For Definition See, Osborne’s Law Dictionary, Black’s Law Dictionary, Glanville
Williams, Morcom, Meagher Gummou and Lehane, Petit Curson, Bakibinga, etc.
● On the Moral Content of Equity see, Ralph A. Newman, THE HIDDEN EQUITY: An
● Analysis of the Moral Content of the Principles of Equity, Hastings Law Journal
Vol 19, Issue 1, Article 6, (1 – 1967) This may be accessed at < https://
repository.uchastings.edu/cgi/viewcontent.cgi?article=1963&context=hast
ings_law_journal >
● See, Andrew Burrows, We Do this at Common law, But That in Equity, Oxford
Journal of Legal Studies, Vol 22, No. 1, (29002) pp.1-16. < https://www.jstor.org/
stable/3600632?seq=1#metadata_info_tab_contents >
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• Where equities are equal, the law prevails (Qui prior est tempore, potior est
jure)
• Delay defeats equity/Doctrine of Laches (Equity Assist the Diligent not the
Tardy) (Vigilantibus, non dormientibus aequitas subvenit)
• Equality is equality (Aequitas est aequalitas)
• Injunctions
• Prohibitory and Mandatory Injunctions
• Perpetual and Interlocutory Injunctions
• Ex parte Injunctions
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• Interim Injunctions
• Specific Performance
a. Contracts to Pay Money
b. Volunteers
c. Contract which require supervision by Court
d. Contracts for a Personal Service
(L) Defences to an Order for Specific Performance
a. Mistake and
b. Misrepresentation
c. Conduct of the Plaintiff
d. Lapse of Time
e. Misdescription of the Subject Matter
f. Public Policy
Uganda Statutes
• Arbitration and Conciliation Act
• The Insolvency Act
• The Bills of Exchange Act
• The Business Name Registration Act
• The Civil Procedure Act
• The Civil Procedure and Limitation (Misc. Provisions)
• The Companies Act
• The Contracts Act
• The Copyright and Neighbouring Rights Act
• The Evidence Act
• The Government Proceedings Act
• The Income Tax Act
• The Judicature Act
• The Land Act
• The Law Reform (Miscellaneous Provisions) Act
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• The Limitation Act
• The Magistrate Courts Act
• The Matrimonial Homes Act
• The Tier 4 Microfinance Institutions & Money Lenders Act
• The National Social Security Fund Act
• The Partnership Act
• The Industrial Property Act
• The Pension (Amendment) Act
• The Pensions Act
• The Trustees Act
• The Registration of Titles Act
• The Sale of Goods and Supply of Services Act
• The Succession Act (Amendment) Act
• The Succession Act
• The Succession
• The Trademarks Act
• The Public Trustees Act
• The Uganda Order in Council 1902 and 1911
Reading List
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• Philip Pettit: Equity and the Law of Trusts, 8th Edition, Butterworths, 1997, p.1.
• L. B. Curson: Equity and Trusts, Second Edition, Cavendish Publishing Ltd, 1996,
p.1.
• J. D. Bakibinga: Equity and Trusts in Uganda, Professional Books Publishers and
Consultants, Kampala, Uganda, 2003, p.1-2.
• Stephen Mabosi v Uganda Revenue Authority, 1995, see- also Bakibinga infra,
p.2.
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Development and Evolution of Equity in England and the Commonwealth
• Errington v Errington and Ano. [1952] 1 All E.R 149, per Lord Denning, at p.
155.
• For another comparative view see: Jajbahay v Cassim 1939 AD 537. (South
African Case), also found in Farlam and Hathaway: A Case Book on the South
African Law of Contract, Second Edition, Juta and Company, 1979, 204, per
Stratford C.J, particularly on page 205 and 206.
Equity and Customary Law: Nature of Customary Law, the Repugnancy Clause
and the Standard to' be employed when Evaluating Customary Law visa a vis
Morality, Good Conscience and Equity.
• The Judicature Act Cap 13, Laws of Uganda, Volume II, 2000, Section 14 (2) (b)
(i), (c) (4) (5) Section 15 (1) (2)
• The Magistrates' Court Act 1970, Section 10 (1) and (iii), Section 11, (1), (2) and
(3)
• Background reading: See Morris and Read: Uganda: The Development of its
Laws and Constitution, 1966, p.256.
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• Angu v Attah (Ghana),
• It is important for the students to remember that when dealing with decisions
of the Privy Council and its successor that the rule established in Dohia v
National Grindlays Bank Ltd and Another 11970] E.A 195, should be borne in
mind; Students are also reminded to familiarise themselves with the holding in
Uganda Motors v Wavah Holdings Ltd Civil Appeal 19 of 1991, as this will help
them in understanding the relevance of English Court decisions and the
applicability of the Law of England in Uganda ..
• Maleftsane v Mpho 1959 HCTLR 107. (Lesotho); This case is also discussed by
A.M. Makara, in George W.K.L. Kasozi, (editor): Introduction to the Law of
Lesotho: A Basic Text on Law Judicial Conduct and Practice, Volume 1, 1999,
(This book is available in the UCU Main Library.);
• Koykoy Jatta v Menna Camera and Another, Gambia Supreme Court Civil Suit
No.64 of 1960, (see Bakibinga Supra p. 10).
• Omwoyo Mairura v Bosire Anginde 6 Court for Review Reports 4 (1958), Harvey
supra p 517, also Bakibinga supra p 10.
• Tumina Olenja v Elam Kaya, 10 Court of Review Reports 8 (1961), Harvey supra
517.
• R v Luke Marangu1a 1949 -54 Law Reports of Northern Rhodesia 140, Bakibinga
supra p.11, Harvey supra p.518.
• Ole Oloso v Nalulus Ole Kidoki (1915) 5 E.A.L.R 210 (Kenyan Case), also in
Bakibinga p.ll and Harvey 518.
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• Gwawobin Kilimo v Kisunda bin Ituti (1938) 1 TLR (Rev) 403, Bakibinga supra
p.l1, Harvey p.508 - 511.
• Kweku Kodieth v Kwami Afram (1930 1 W.A.C.A 12, Bakibinga supra p.12,
Harvey supra p.506 -508.
• Karuru v Njeru [19681 E.A 351, Bakibinga supra p.12, Harvey supra p.515-516.
• Ashiemoa v Bani (1959) GLR 130, Bakibinga supra p.12, Harvey supra 524.
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• West v Blake way (1841) Bakibinga supra p. 17 10 High Trees Case [1947] K.B
130 (which volume??) 11 Ajai v Brisco [1964] 3 All E.R 556.
• Nelson v Laholt [1948] 1 K.B 339 per Lord Denning p.443.
• Errington v Errington [1952] 1 K.B 290
• Pugh v Heath (1882 7 A.C 235, at 238,
• Joseph v Lyons [1882] 15 QBD 280, per Lindley L.J at 286.
Where equities are equal, the law prevails (Qui prior est tempore, potior est jure)
Bailey v Barnes [1894 J 1 Ch. 25
• Australian Hardwoods Pty Ltd v Commissioner for Railways [1961U All E.R 737
(PC) Wolverhampton and Wallsall Railway Co. v London and North
Delay defeats equity/Doctrine of Laches (Equity Assist the Diligent not the Tardy)
(Vigilantibus, non dormientibus aequitas subvenit)
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• Limitation Act Cap 80, Laws of Uganda
See Pettit, Halsbury's Laws of England, 4th Edition vol. 16 para 747.
Succession Act
Partnership Act
• Lake v Gibson (1729) 1 Eq (CA Arb. 290.
• Burrough v Philox (1840) 5 M & Cr. 72. (Brian Morcom supra 10).
• Re Bower's Settlement [1942] Ch. 197(Brian Morcom supra 10.)
• Ipaye v Aribisala (1930) 10 NLR 10.
• Brown v Raindley (1796) 3 Yes 256 (Bakibinga supra p.26.
• Jones v Maynard [1951] Ch. 572
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• Salt v Northhampton [1892] AC 1 at 18 per Lord Bramwell (see Meager et al
supra p.88.p, footnote 28.
• Parkin v Thorold (1852) 16 Beav 59 at 66,51 ER 698 at 701, per Lord Romily MR,
(Meager et al supra p 89)
• Jaffer Bros Ltd v Hajj Bagalaaliwo Civil Appeal 43 of 1997 (Court of Appeal of
Uganda) (Bakibinga supra p.28)
• Ambalal and co v Durga Das Bawa 23 EACA 68, or (1956) EACA 16.
Judicature Act
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4. Assignment of Equitable Interest
Novation
Acknowledgement
5. Equitable Remedies
Injunctions
Judicature Act See 40 (l)
The Magistrate Court Act 1970, S ec 10
J .Briam Morcom supra p 210
Prohibitory and Mandatory Injunctions
Sky Petroleum Ltd v VIP Ltd [1974] WLR
Perpertual and Interlocutory Injunctions
Babumba v Bunju [1988-90] HCB 179
Exparte Injunctions
Civil Procedure Rules Order XXXVII Rule 3
Yeseri Mugenyi v Wandera [1987] HCB
Wasswa v Kakooza [1987] HCB 79
Interim Injunctions
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Quia Timet Injunctions
Specific Performance
Note: Other cases and reading materials will be issued in class from time to time.
Trusts
Fabunmi: Equity & Trusts In Nigeria [1986] University of Ife Press, (1986)
Adigun, Cases Texts on Equity Trusts & Administration of Estates in Nigeria
(1987)
Todd, P. Textbook on Trust (2nd Ed 1993 Blackstone Press)
Hayton & Marshall, Cases & Commentary on Law of Trusts (9th Ed, 1991)
Bakibinga, D.J. Equity & Trusts in Uganda (Professional Books Publishers, 2nd
Edition, 2006).
(ii) Agency
Bankruptcy Act, Cap 67, Ss. 35, 36, 63; Companies Act; S. 315
Re Hallet’s Estate (1880) 13 Ch. D. 696 Lister v Stubbs [1890]
45 Ch. D.!.
(iii) Contract
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Distinction – difficult to draw in relation to – Settlements and Covenants
to settle Beswick v Beswick [1968] A.C. 58;
Tweddle v Atkinson (1861) 1 B & s. 393; [1861-73] E.R. Rep. 124 – Third
Party Rights
Fletcher v Fletcher (1844) 4 Hare: 67; 141 L.J.C. 66
(iv) Debt
Potters v Loppert [1973] Ch. 399
Morley v Morley (1678) 2 Ch. Cos 2; 22 ER 817
Rees v Engel back (1871) L.R. 12 Eq. 225
Re Cowley (1885) 53 L.T. 494
Re Lester (1942) Ch. 324
Barclays Bank Ltd. v Quistclose Investments Ltd. [1970] A.C. 567
(v) Conditions & Charges
Re: Frame [1939] 2 All E, R. 865
Re: Cowley, supra
A.G.v The Cordwainer’s Co. (1863) 40 E.R. 208
Re: Oliver (1890) 62 L.T. 533
Parker v. Judkin [1931] 1 Ch.475
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(vii) Power of Appointment
Re Gestetner’s Settlement [1953] 1 All E.R 1150; [1953] Ch. 672.
Burrough v Philcox (1840) 5 My & Cr. 72
Brown v Higgs (1799) 4 ves 708. [1800 – 137]
All E.R. Rep 146
Re Weekes Settlement [1897] 1 Ch. 289
Re Coombe [1925] Ch 210
Re Perowne [1951] Ch. 785
Re Gestetner’s Settlement [1953] 1 All E.R. 1150; [1953] Ch. 672
CLASSIFICATION OF TRUSTS
Implied Trusts
Statute of Frauds, 1677, S. 8.
Bannister v Bannister (1948) 2 ALLE. R. 133
Re Llanover Settled Estates [1926] Ch. 626
Resulting Trusts
Re Llanover Case Supra
Constructive Trusts
Bannister v Bannister (Supra)
(iv) Companies
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- Succession Act Cap. 162; s. 50
- Jones v. Lock (1865) L.R. 1 Ch. App. 25
- Statute of Frauds, Ss 7, a - Trust of Land
Registration of Titles Act, s. 92
Grey v I.R.C. (1960 A.C.1
Vandervell v I.R.C. (1967) A.C. 291
Grainge v. Wilberforce (1889) 5 T.L.R. 436
Re Lashmar (1891) 1. Ch. 258,
(iii) Where the settlor Discloses to Legatee Existence of a Trust but Not its
Terms
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Re Boyes (1884) Ch. D. 344
Re Gardner (1920) 2 Ch. 23
(iv) Communication
(v) Additions To Secret Trust
Re Colin Cooper [1939] Ch. 586,811
(vi) Promise to leave By Will
Re Gardner (No. 1) (1920) 2 Ch. 523
Ottaway v Norman (1972) [1972] Ch 698
Re Fleetwood
Re Huxtable
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TRANSFER OF PROPERTY TO TRUSTEES ON TRUST
Milroy v. Lord (1862 4 De G.F. & J. 264, 274 per Turner L.J.
Companies Act, Cap. 110, S 77
Copyright Act Cap 81
Re Cole (1964) Ch. 175.
Bills of Exchange Act, Cap 68, S. 30
Re Rose (1958) Ch. 498
Re Rose supra
Jones v Lock (1865) L.R. 1 Ch. App. 25
Lady Naas v. Westminster Bank Ltd. [1940] A.C. 366
Richards v Delbridge (1874) L.K. 18 Eq. 11
Middleton v Pollock (1876) 2 Ch. D. 104
Francois v. Bank of West Africa Ltd 3 WA LR 439
Covenants to Settle
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Cannon v Hartley (1919) Ch. 213
Plullan v. Koe (1913) 1 Ch. 9
Re. Cook’s Settlemetn Trsuts [1965] ch. 902
Non-Applicability to Wills
Equitable Estoppel
Kadilinye Chap. 15
Fabnmi Chap. 6
Statutory Exceptions
Certainty of objects
Re Endacott (1960) Ch. 232; [1959] 3 All E, R, 562
Re Vandervell’s Trusts (No. 2) [1974) Ch. P. 319
Morice v Bishop of Durham (1804) 9 Ves. 399 (1805) 10 Ves. 522
Re Astor’s S.T [1952] Ch. 534; [1952] 1 All E.R. 1067
Re Flavel’s W.T. [1969] 1 W.L.R. 444
Mcphail v Doulton (Supra), Houston v Burns [1918] A.C. 337
Houston v. Burns (1918) A.C. 337
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Re Gulbenkian’s Settlements [1970] A.C. 508
Harland v Trigg (1782) 1 Broc. C. 142 Meredith v Heneage
(1824) 1 Sim 542; Sale v Moore (1827) 1 Sim 534
Re Wood [1949] Ch. 498
Effect of Uncertainty
Word
Subject Matter
Re Jones (1898) 1 Ch 438
Protective Trusts
Rochford v Hackman (1852) 9 Hare 475
Brandon v Robinson (1811) 18 ves. 429
Re Baring’s Settlement Trusts [1940] Ch 737
Re Gourju’s Will Trusts [1942] Ch. 24
Re Wittke [1944] Ch. 166
Re Parot’s Settlement Trusts [1952] Ch. 427
Re Richardson’s W.T. [1958] Ch. 504
Holmes v Penney (1856), 3 K. & J. 90
Re Ashby [1892] 1 Q.B. 872
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Godden v Crowhurst (1842). 10 Sim 642
Page v Way (1840), 3 Beav. 20
Trustees Act Cap 164, S. 33
Repugnancy Doctrine
Rex v. Amkeyo (1917) 7 F.A.L.R. 14.
Mohammed v. R. [1963] E.A. 188.
Koy Koy Jatta v Menna Camera & Anor. Journ of Af Law 35 1964.
Omwoyo Mairura v Bosire Ayinda 6 Court of Review Reports 4 (1958).
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