Trust Declaration Form for the United Kingdom

Trust Declaration Form Template for England and Wales

A Trust Declaration Form is a legal document governed by the laws of England and Wales that formally establishes a trust arrangement. It sets out the terms under which assets are held by trustees for the benefit of specified beneficiaries. The document details the trust property, trustee powers, beneficiary rights, and administrative provisions in accordance with English trust law principles and relevant legislation including the Trustee Acts of 1925 and 2000.

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What is a Trust Declaration Form?

A Trust Declaration Form is used when establishing a formal trust arrangement under English and Welsh law. It serves as the foundational document that creates the trust, transfers assets to trustees, and sets out the terms of the trust's operation. This document is essential for various purposes including estate planning, asset protection, and charitable giving. The form must comply with strict legal requirements and should clearly define the trust property, beneficiaries' rights, trustees' powers and duties, and administrative provisions. It's particularly important to ensure the Trust Declaration Form meets all requirements under the Trustee Acts and related legislation.

What sections should be included in a Trust Declaration Form?

1. Declaration: Formal statement establishing the trust and identifying the settlor

2. Trust Property: Detailed description of assets being placed in trust

3. Trustees: Identity and appointment of initial trustees

4. Beneficiaries: Identity and rights of trust beneficiaries

5. Trust Powers: Powers granted to trustees in managing the trust

6. Administrative Provisions: General provisions for trust administration

What sections are optional to include in a Trust Declaration Form?

1. Investment Powers: Specific investment authorities beyond statutory powers - used for trusts with significant financial assets

2. Protector Provisions: Appointment and powers of trust protector - used for complex trusts requiring additional oversight

3. Letter of Wishes: Non-binding guidance from settlor to trustees - used when settlor wants to provide additional guidance

What schedules should be included in a Trust Declaration Form?

1. Schedule of Assets: Detailed inventory of initial trust property

2. Schedule of Beneficiaries: Detailed list of beneficiaries and their respective interests

3. Schedule of Trustees' Powers: Comprehensive list of specific powers granted to trustees

4. Schedule of Administrative Provisions: Detailed administrative procedures and requirements

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

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Declaration Of No Conflict Of Interest

A legal document under English and Welsh law where an individual formally declares the absence of any conflicts of interest that could affect their professional duties.

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What is a Trust Declaration Form?

What sections should be included in a Trust Declaration Form?

What sections are optional to include in a Trust Declaration Form?

What schedules should be included in a Trust Declaration Form?

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Alex Denne

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