Trustee Declaration Form for the United Kingdom

Trustee Declaration Form Template for England and Wales

A Trustee Declaration Form is a formal legal document used in England and Wales that records an individual's or entity's willingness and eligibility to serve as a trustee. The document, governed by the Trustee Acts of 1925 and 2000, captures essential information about the trustee, acknowledges their understanding of responsibilities, and confirms their legal capacity to act. It serves as an official record of the trustee's appointment and their acceptance of the associated duties and obligations.

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What is a Trustee Declaration Form?

The Trustee Declaration Form is a critical document required when appointing new trustees to any type of trust in England and Wales. This document is essential for compliance with the Trustee Acts and ensures proper governance of trusts. The declaration includes personal details, confirmation of eligibility, and acknowledgment of trustee duties. It serves multiple purposes: protecting the trust's interests, providing evidence of the trustee's formal acceptance of their role, and maintaining proper records for regulatory compliance. The form is particularly important for charitable trusts, where additional declarations regarding fitness to serve may be required under the Charities Act 2011.

What sections should be included in a Trustee Declaration Form?

1. Personal Details: Full legal name, address, and contact information of the trustee

2. Trust Information: Name and type of trust, date of establishment

3. Eligibility Declaration: Confirmation of legal eligibility to serve as trustee including age, mental capacity, and bankruptcy status

4. Responsibilities Acknowledgment: Statement acknowledging understanding of trustee duties and obligations under relevant legislation

5. Declaration Statement: Formal declaration of willingness to act as trustee and compliance with trust deed

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

1. Charity Trustee Specific Declarations: Additional declarations required for charity trustees under the Charities Act 2011

2. Corporate Trustee Details: Company details, registration number, and authority to act when trustee is a corporate entity

3. Professional Qualifications: Details of relevant professional qualifications and experience for specialist trustee roles

What schedules should be included in a Trustee Declaration Form?

1. Schedule 1 - Identity Verification Documents: List and copies of required identification documents and proof of address

2. Schedule 2 - DBS Check Results: Criminal record check results for trustees of charities working with vulnerable persons

3. Schedule 3 - Professional Certificates: Copies of relevant professional qualifications and certifications

4. Schedule 4 - Legislative Framework: Summary of key legislation affecting trustee duties including Trustee Act 1925, Trustee Act 2000, and other relevant acts

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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 Trustee Declaration Form?

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

What schedules should be included in a Trustee Declaration Form?

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