TOLATA 1996—pre-action matters

Produced in partnership with David Salter
Practice notes

TOLATA 1996—pre-action matters

Produced in partnership with David Salter

Practice notes
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pre-action protocol

There is no specific pre-action protocol relating to claims under the Trusts of Land and appointment of Trustees Act 1996 (TOLATA 1996). Hence, the parties should have regard to Practice Direction pre-action Conduct and protocols (previously Practice Direction—Pre-Action Conduct). The current Practice Direction came into force on 6 April 2015 and was last updated on 6 April 2022, bringing with it a shorter and more succinct set of rules for the parties to follow before commencing proceedings and has been updated periodically. It is contained within the Civil Procedure Rules 1998 (CPR), SI 1998/3132 and sets out the conduct expected of parties prior to the issue of proceedings.

Except in the most urgent cases or where the application results from an agreement, before commencing court proceedings and regardless of whether the claim is ultimately brought under CPR Part 7 or CPR Part 8, the court will normally expect parties to exchange sufficient information in order to:

  1. understand each other's position

  2. decide how to proceed

  3. try to settle the issues without proceedings

  4. consider a form of alternative

David Salter
David Salter

Solicitor (non-practising)


David Salter has enjoyed a varied career in family law with over 45 years’ experience. He served as National Head of Family Law at Addleshaw Goddard and, subsequently, as Joint National Head of Family Law at Mills & Reeve, retiring in 2018.

From 1997-1999, David was Chairman of Resolution, also acting as the first Chairman of Resolution’s Accreditation Committee. He subsequently became President of the International Academy of Family Lawyers from 2010 to 2012, having previously served as the Academy's European Chapter President.

He has sat in various part-time judicial posts since 1985 sitting regularly as a deputy High Court judge and Recorder in the Family Court until March 2022. He now conducts private financial dispute resolution appointments.

David was one of the original members of the Family Procedure Rules Committee which framed the 2010 Rules, serving a ten-year term from 2004 to 2014.

He is a prolific author on a variety of family topics with an acknowledged expertise in relation to pensions on divorce. He is a contributor to the Family Court Practice (The Red Book), Butterworths Family Law Service, Rayden and Jackson, the International Family Law Practice and LexisPSL Family. 

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Jurisdiction(s):
United Kingdom
Key definition:
Pre-action definition
What does Pre-action mean?

This is the period prior to proceedings being issued.

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