All Inclusive Trust Deed for the United Kingdom

All Inclusive Trust Deed Template for England and Wales

An All Inclusive Trust Deed is a comprehensive legal document governed by the laws of England and Wales that establishes and regulates a trust arrangement. It sets out the complete framework for the trust's operation, including the appointment of trustees, definition of beneficiaries, transfer of assets, investment powers, and administrative provisions. This document serves as the primary reference point for all aspects of trust management and administration.

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What is a All Inclusive Trust Deed?

The All Inclusive Trust Deed is essential for creating robust trust arrangements under English and Welsh law. It is typically used when establishing complex trust structures that require detailed provisions for asset management, beneficiary rights, and trustee powers. The document consolidates all necessary trust provisions into a single, comprehensive deed, making it particularly valuable for high-value trusts, family settlements, and complex asset management arrangements. It incorporates all statutory requirements while providing flexibility for specific trust objectives.

What sections should be included in a All Inclusive Trust Deed?

1. Parties: Details of the settlor, trustees, and beneficiaries

2. Background: Context and purpose of the trust

3. Definitions: Key terms used throughout the deed

4. Trust Declaration: Formal declaration of trust and transfer of assets

5. Trustee Powers: Comprehensive list of trustees' powers and authorities

6. Administrative Provisions: Day-to-day management of the trust

7. Beneficiary Rights: Rights and entitlements of beneficiaries

What sections are optional to include in a All Inclusive Trust Deed?

1. Investment Provisions: Specific investment powers and restrictions - used when trust includes investment assets

2. Pension Provisions: Specific pension-related clauses - used when trust includes pension arrangements

3. Property Management: Specific provisions for managing real property - used when trust includes real estate

What schedules should be included in a All Inclusive Trust Deed?

1. Schedule 1: Trust Property: Detailed list of assets comprising the trust fund

2. Schedule 2: Beneficiaries: Full details of beneficiaries and their respective interests

3. Schedule 3: Investment Powers: Detailed investment guidelines and restrictions

4. Schedule 4: Administrative Provisions: Detailed procedures for trust administration

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Publisher

Genie AI

Document Type

Trust Deed

Cost

Free to use
Relevant legal definitions
Clauses
Industries

Trustee Act 1925: Fundamental legislation that defines trustee powers and duties, sets out administrative provisions, and establishes basic investment powers for trustees

Trustee Act 2000: Modern update to trust law that provides for trustee investment powers, establishes the statutory duty of care, and covers delegation of trustees' functions

Trust of Land and Appointment of Trustees Act 1996: Legislation dealing specifically with trusts of land, appointment and retirement of trustees, and defines trustees' powers regarding land

Law of Property Act 1925: Key property legislation that affects trust property and deals with legal estates and interests in land

Perpetuities and Accumulations Act 2009: Establishes rules against perpetuities and defines permitted accumulation periods for trusts

Trusts (Capital and Income) Act 2013: Governs the classification of capital and income in trusts and establishes apportionment rules

Financial Services and Markets Act 2000: Relevant when trust includes investment provisions and regulates financial services aspects of trust management

Pensions Act 1995 and 2004: Applicable legislation when trust includes pension provisions or pension-related elements

Inheritance Tax Act 1984: Addresses tax implications and considerations in trust creation and administration

Trustee Delegation Act 1999: Legislation governing powers of attorney by trustees and delegation of trustee powers

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