E4 — Recovery actions Nuisance, negligence, evidence, the case law

When a tree owner pays. The two causes of action, the evidence pack, the limitation traps, and the cases that frame every dispute.

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Cause of action — nuisance and/or negligence

Both routes need causation AND foreseeability. Choice depends on tree owner type and what evidence is available.

Private nuisanceNegligence
Element 1Proprietary interest in damaged propertyDuty of care from tree owner
Element 2CausationBreach of that duty
Element 3ForeseeabilityCausation
Element 4Foreseeability

Causation test

Tree must be the "effective and substantial cause" (Paterson v Humberside CC 1995) or "material cause" (Loftus-Brigham v Ealing 2003). Balance of probabilities — more likely than not.

Evidence pack you'll need

  • Photographs of damage and roots in trial pits
  • Root analysis — positive identification of roots under foundations
  • PH witness statement — length of residence, when first noticed, tree owner's tending, seasonal opening/closing
  • Soil analysis at proper time of year (winter test may not show desiccation — beware false negatives)
  • Monitoring — cyclical and progressive movement; ideally continuing post-removal of implicated tree
  • Arboriculturist's report (causation + foreseeability)
  • Consulting Engineer's report (extent of damage + likely cause + appropriate repair)

Foreseeability — different rules for LAs vs domestic owners

Local Authorities harder to defend

Aware in principle since the mid-1970s of risks of failing to maintain trees in dry conditions (Russell v LB Barnet 1984). But mere proximity is not enough — there must be a real risk (Berent v Family Mosaic & Islington 2012). LA is expected to have a reasonable maintenance regime in place.

Domestic owners harder to recover

Generally treated as unable to foresee tree-root damage (Greenwood v Portwood 1984). Hard-line approach in Butcher v Perkins 1992 rarely followed.

Recovery from domestic owner still possible, but requires:

See also the ABI Domestic Tree Root Agreement (Module E6).

Capacity to sue

Hunter v Canary Wharf 1997: Claimant must have proprietary interest. Delaware Mansions v Westminster 2001 (HoL): continuing nuisance can extend liability across changes of ownership; defendant entitled to notice and reasonable opportunity to abate.

Limitation

Key cases — at a glance

CaseYearPrinciple
Paterson v Humberside CC1995"Effective and substantial cause" test; shallow foundations no defence
Loftus-Brigham v Ealing2003"Material cause" test; vegetation comparison wrongly applied at trial
Delaware Mansions v Westminster2001 HoLContinuing nuisance crosses ownership change; right to notice + chance to abate
Jones v Portsmouth CC2002Test for "reasonable opportunity to abate"
Hunter v Canary Wharf1997Proprietary interest required to sue in private nuisance
Berent v Family Mosaic & Islington2012LA needs "real risk", not mere proximity
Russell v LB Barnet1984LAs deemed aware of tree risks since mid-1970s
Greenwood v Portwood1984Domestic owner generally cannot foresee
Butcher v Perkins1992Hard-line domestic foreseeability — generally not followed
Hurst v Hampshire CC1997LA owns highway tree for all purposes regardless of subsoil ownership
Bunclark v Hertford CC1977Poor construction no defence ("eggshell skull" equivalent)
McCombe v Read1955Tree predating house no defence
Westminster v John Lyon2012TPO refusal compensation: future foreseeable underpinning recoverable from LA
Shelfer v City of London Electric18954-element test for damages in lieu of injunction

Quantum challenges

Defendant tree owners will often challenge the cost of repairs, particularly underpinning. The Claimant only has to demonstrate that the repairs were reasonably necessary and that their nature and extent were reasonable. Distress/inconvenience claimable but courts award low.

Source: Subsidence Handbook 4th Edition, Chapter 11 — Recovery Actions.

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