SIG SPOTLIGHT 2017: Self-Dealing, Fair Dealing and Unlawful Profits, 30 November 2017

Hosted by
STEP Contentious Trusts and Estates Special Interest Group
Event type
The Montcalm London Marble Arch
2 Wallenberg Place
United Kingdom
30 November 2017
13.15 Arrival and registration, 13.15-14.00 Networking lunch, 14.00-17.45 Presentations and Panel Discussion

2017 Special Interest Spotlight Session - Afternoon Option 2, presented by the Contentious Trusts and Estates SIG

This conference forms part of a day of special interest sessions comprising seven options. There will be a breakfast, three morning sessions and three afternoon sessions for you to choose from. Both STEP members and non-members are welcome!

Choose a breakfast, a morning or an afternoon session - or stay the whole day and receive 15% off your total booking and free attendance to a networking lunch! View all session options

Self-Dealing, Fair Dealing and Unlawful Profits

Event Focus

The Contentious Trusts and Estates Special Interest Group’s annual conference is focusing on the rules against self-dealing, fair dealing, no conflicts and their exceptions. They will be considering the rules in light of recent decisions and asking whether and when the rule applies, to whom it applies and what happens when it does apply.
The programme will also include a general review of developments in contentious trusts and estates law in the past year including recent developments in contentious probate and claims against trustees.

Topics include:

  • The self- dealing and fair-dealing rules and their exceptions
  • Bribes, the no conflict rule and self-dealing
  • When trustees are permitted to profit from their role and the consequences of their breaching the rule
  • In or out?: To which fiduciaries the rules apply
  • Remedies and Limitation
  • Together with a general update on recent trusts and estate cases.

Why attend?

The rule against self-dealing was established to hold fiduciaries to the highest possible standard, but it now extends to all transactions, however fair or honest, and requires the fiduciary in breach to disgorge all available profits. With the application of the self-dealing, fair dealing, and no conflicts rules being very wide, it can catch the fraudster and the bribe taker but will also catch the unwary fiduciary. When it does apply, the available remedies are broad. This conference will take delegates through recent decisions, the application of the rule and the exceptions to it.


  • Toby Graham TEP, Partner, Farrer & Co
  • Vicki Ammundsen TEP, Director, Vicki Ammundsen Trust Law Limited - New Zealand
  • Charles Holbech TEP, Barrister, New Square Chambers
  • Philip Jenkins, Barrister, Ten Old Square
  • Aidan Briggs, Barrister, New Square Chambers
  • Robert Ham QC TEP, Wilberforce Chambers

Can't make this session on 30 November in London, UK? Then attend the repeat in Birmingham, UK on 8 February 2018. Find out more

Contentious Trusts and Estates SIG Member - £80
STEP Member - £100
Non-member - £120
Special Interest Groups Team
Contact phone
+44 (0)20 3752 3734; +44 (0)20 3752 3735
Contact email
PDF icon Event flyer
Register Add to Calendar events/sig-spotlight-2017-contentious-trusts-and-estates-30-november-2017 30/11/2017 13.15 30/11/2017 Arriv The Montcalm London Marble Arch, 2 Wallenberg Place, London, W1H 7TN STEP Contentious Trusts and Estates Special Interest Group SIG SPOTLIGHT 2017: Self-Dealing, Fair Dealing and Unlawful Profits, 30 November 2017 The Contentious Trusts and Estates SIG hosts a Spotlight Session on 30 November 2017 in London Hosted by: STEP Contentious Trusts and Estates Special Interest Group. Contact: Special Interest Groups Team. Contact phone: +44 (0)20 3752 3734; +44 (0)20 3752 3735. Contact email: