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A: Accumulation and Maintenance Settlements
Absolute trusts
A1A1 Simple form-capital and income at 18
A1A2 Simple form-capital and income at 25 - amended
A1B Flexible form-discretionary default trusts
A1C Flexible form-simple default trusts
A2 Engrafted trusts
A2A Class of beneficiaries-discretionary default trusts
A2B Single beneficiary
A2C Class of beneficiaries-simple default trusts
A3 Wide form
A4 Maintenance and education trust - amended
A5A Simple form-per capita-simple default trusts
A5B Flexible form-per stirpes-discretionary default trusts
A6A1 Appointment creating outright at 18 trust - new
A6A2 Appointment creating 18-to-25 trust - new
A6B1 Resolution creating outright at 18 trust - new
A6B2 Resolution creating 18-to-25 trust (fixed shares) - new
A6B3 Resolution creating 18-to-25 trust (flexible form) - new
A6B4 Resolution creating 18-to-25 trust (immediate interests in possession) - new
B: Non-Interest in Possession Settlements
B1 Discretionary settlement - amended
B2 Discretionary settlement with separate sub-funds - amended
B3 Employee trusts
B3A Employee trust - amended
B3B Employee share ownership trust - amended
B4A Settlement for disabled person complying with IHTA 1984, s 89 - new
B4B Settlement for disabled person complying with IHTA 1984, s 89 and vulnerable beneficiary regime - new
B4C Settlement by person expecting to become disabled complying with IHTA 1984, s 89A - new
B5 Marriage settlement - amended
C: Interest in Possession Settlements
Life interest settlements
C1A1 Life interest settlement with overriding power exercisable at any stage and fixed trusts of capital in default appointment - amended
C1A2 Life interest settlement with overriding power exercisable when life tenant has an interest in possession - amended
C1A3 Life interest settlement with overriding power exercisable at any stage and discretionary trusts in default of appointment - new
C1B1 Life interest settlement with no overriding power - amended
C1B2 Life interest settlement with discretionary trust remainders and no overriding power of appointment - amended
C1C1 Protective trust with no overriding power - amended
C1C2 Protective trust with overriding power of appointment - amended
C1D Life interest settlement with general power of appointment- amended
C1E Parallel life interest settlement- amended
C1F Joint life interest settlement with overriding power of appointment - renumbered and amended
C2 Life interest settlement for disabled person complying with IHTA 1984, s 89B(1)(d) (settlor who will become disabled) - replaced
Marriage settlements
C3A Marriage settlement by parties to marriage - amended
C3B Marriage settlement by parents - amended
C3C Deed of covenant in consideration of marriage - amended
Bare trusts
C4A1 Declaration of trust by beneficial owners
C4B Declaration of trust with indemnity
C4C1 Bare trust for infant - amended
C4C2 Bare trust for infants (in equal shares) - amended
C4D Bare trust with management powers - amended
C4E1 Gift by way of declaration of trust-single donee
C4E2 Gift by way of declaration of trust-multiple donees
C5 Trust for provision of home during childhood on separation of parents - amended
D: Insurance Trusts
D1 Life policy request
D2A Pension death benefit trust-single policy - amended
D2B Pension death benefit trust-multiple policies - amended
D3 Declaration of trust with power of appointment - amended
D4 Life policy settlement
D5 Declaration of trust over endowment policy with reverter to grantee
D6 Declaration of trust over life policy with critical illness benefit/accident cover - amended
E: Subsidiary Documents
Deeds of release
E1A Release of life interest - amended
E1B Release of powers
E1C Deed of disclaimer
Deeds of appointment
E2A Absolute appointment - amended
E2B1 Life interest appointment with remainder over - renumbered and amended
E2B2 Appointment terminating life interest and creating new life interest with remainder over - new
E2B3 Appointment terminating life interest and creating new parallel life interests with remainders over - new
E2C1 Appointment by life tenant of reversionary income interest to surviving spouse/civil partner - renumbered and amended
E2C2 Appointment by life tenant of reversionary income interest to surviving spouse/civil partner (period terminable by trustees) - renumbered and amended
E2C3 Appointment by trustees of reversionary income interest to surviving spouse/civil partner - replaced
E2D Appointment of an unequal share - renumbered and amended
E2E Acceleration of life interest - renumbered and amended
E2F1 Appointment to a separate settlement out of discretionary settlement - amended
E2F2 Appointment to a separate settlement terminating life interest - amended
E2G Appointment on existing trusts of settlement for a narrower class of beneficiaries (optional provisions excluding settlor and spouse/civil partner [and minor children] from all benefit) - renumbered and amended
E2H Appointment amending the beneficial class and adding requirement for protector’s consent- renumbered and amended
E2I Revocation of existing appointment with new absolute appointment - renumbered and amended
E2J Revocation of existing appointment (no new appointment) - renumbered and amended
Powers of advancement (and transfer)
E3A Absolute advance where property will be transferred immediately
E3B1 Absolute advance where legal title will be retained by the trustees - renumbered and amended
E3B2 Absolute advance where legal title will be retained by the trustees on bare trusts for a minor beneficiary - new
E3C1 Advance to separate settlement
E3C2 Advance to separate settlement-different sub-funds - amended
E3D Advance by way of variation of existing settlement - amended
E3E Advance to accelerate vesting date
E3F Deed of advancement terminating trust - amended
E3G Deed of transfer to separate settlement
Partition and variation
E4 Deed of partition - renumbered and amended
Assignment
E5A1 Assignment of life interest - amended
E5A2 Notice of assignment
E5B Assignment of reversionary interest - amended
E5C1 Assignment of life policy
E5C2 Notice of assignment of life policy
Covenants
E6A Appropriation to an absolute share - renumbered and amended
E6B Appropriation to a fund - renumbered and amended
Appointment of trustees
E7A1 Appointment of additional trustees to act with existing trustees
E7A2 Appointment by appointor of additional trustee to act with existing trustees
E7A3 Appointment by attorney/trustee of additional trustee to permit dealing in land - amended
E7A4 Appointment by attorney of additional trustee to act with attorney in relation to land - amended
E7B1 Appointment of new trustees with simultaneous retirement
E7B2 Appointment by appointor of new trustees with simultaneous retirement
E7B3 Appointment of new trustees with simultaneous retirement-fewer trustees appointed than retiring
E7B4 Appointment by appointor of new trustees with simultaneous retirement-fewer trustees appointed than retiring
E7C1 Appointment of new trustee with retirement and continuation
E7C2 Appointment by appointor of new trustee with retirement and continuation
E7C3 Appointment of new trustees with retirement and continuation-fewer trustees appointed than retiring
E7C4 Appointment by appointor of new trustees with retirement and continuation-fewer trustees appointed than retiring
E7D1 Retirement with no new appointment
E7D2 Retirement with no new appointment (consent of appointor)
E7E1 Appointment by appointor of new trustees of separate fund
E7E2 Appointment of new trustees of more than one separate fund - amended
E7F Removal by appointor of trustees and replacement
E7G Appointment of additional trustees of insurance policy trust
E7H Appointment of new trustees by executors of last surviving trustee
E7I Appointment of custodian trustee - renumbered and amended
E7J Appointment of new custodian trustee with simultaneous retirement - renumbered and amended
E7K Appointment by protector of alternate trustees
E7L Appointment by protector of new protector with simultaneous retirement
E7M Revocable nomination of successor protector
E7N Direction by beneficiaries to trustees under TLATA 1996 s19
E7O Directions by beneficiaries to trustees under TLATA 1996 s20 - amended
E7P Withdrawal of direction by beneficiaries to trustees under TLATA s19 and 20 - amended
E7Q Deed of retirement following direction by beneficiary under TLATA S19(2)(a)
E7R Deed of appointment following direction by beneficiary under TLATA S19(2)(b)
E7S Deed of retirement and appointment following direction under TLATA 1996, s19
E7T Deed of retirement, appointment/continuation following direction by beneficiary
E7U Deed of appointment following direction by beneficiary under TLATA 1996 s20 - amended
Disentailing Deeds
E8A Disentail creating absolute reversion
E8B Disentail enlarging on interest in possession
Deeds exercising specific powers
E9A Deed of addition of beneficiary - amended
E9B Deed of exclusion of beneficiary - amended
E9C Reduction of trust period
E9D Exclusion of Trusts of Land and Appointment of Trustees Act 1996, ss19-20
E9E Application of TLATA 1996, s11
Enlargement of powers
E10A Enlargement by trustees - amended
E10B Enlargement by trustees in exercise of power of appointment
E10C Enlargement by beneficiaries - amended
Indemnity
E11A Indemnity on distribution
E11B1 Indemnity for breach of trust
E11B2 Indemnity in connection with reimbursement of tax paid by settlor of offshore trust
E11B3 Indemnity in connection with reimbursement of tax paid by settlor of onshore trust for dependent children
E11C1 Indemnity on change of trustees
E11C2 Indemnity and release of covenant on appointment of new trustees
E11C3 Indemnity and release of covenant on transfer of funds to beneficiary
Trustee powers of attorney and delegation
E12A1 Trustee power of attorney under Trustee Act 1925, s 25
E12A2 Trustee power of attorney in the form set out in Trustee Act 1925, s 25(6)
E12B Notice of grant of trustee power of attorney under Trustee Act 1925, s 25
E12C Revocation of trustee power under Trustee Act 1925, s 25
E12D Policy statement under Trustee Act 2000, s 15 - amended
E12E Power of attorney under Powers of Attorney Act 1971, s 10 by beneficial owner of land
E12F1 Statement by donee of a power granted by beneficial owner of land to be included in form of transfer or other deed dealing with land
E12F2 Attestation clause for transfer or other deed dealing with land
E12F3 Separate declaration if appropriate statement not included in transfer or other deed dealing with land
E12G Enduring power of attorney-standard form - amended
E12H Enduring power of attorney-restricted by Trustee Act 1925, s 25
E12I Revocation of enduring power of attorney
E12J Power of attorney under TLATA 1996, s 9
E12K Revocation of power of attorney under TLATA 1996, s 9
E12L Nominee custody agreement
E12M Irrevocable power of attorney given by way of security
E12N Deed of delegation made in exercise of express power in trust deed
Addition/nomination
E13A Memorandum of addition
E13B Letter of addition - amended
E13C Nomination of death benefit
E13D Letter of wishes - amended
Declarations of trust/joint settlors
E14A Joint settlors-third party trustees - amended
E14B Declaration of trust-third party trustees - amended
E14C Declaration of trust-trustees are joint settlors - amended
Additional clauses
E15A Retention or sale of trust fund (sale subject to consent in relation to specified property) - amended
E15B1 Power of appointment of new trustees (with successive appointors)
E15B2 Power of appointment of new trustees-specified appointors for trustees
E15C Power of removal and appointment of trustees
E15D Restriction on trustees' powers
E15E Power to appoint alternate trustees?alternative form
E15F Exclusion of Trusts of Land and Appointment of Trustees Act 1996, ss 19-20
E15G Exclusion of Trusts of Land and Appointment of Trustees Act 1996 s 11
E15H Power for trustees to act by majority
E15I Power to add beneficiaries
E15J1 Definition of children and issue
E15J2 Definition of children and issue — recognition of illegitimate children by natural parent
E16 Notice of severance of joint tenancy
Trustees' resolutions
E17A Use of property
E17B1 Distribution of income (amount specified) - renumbered and amended
E17B2 Distribution of income (amount undistributed as at specified date) -new
E17C Loan - amended
E17D Exercise of trustees’ powers in relation to a beneficiary’s right of occupation under Trusts of Land and Appointment of Trustees Act 1996, s 13 - renumbered and amended
E18 Purchase price adjustment clause - amended
Specimen letters, explanatory notes and trust summaries
E19A1 Explanatory notes for administrative powers (long form) - amended
E19A2 Explanatory notes for administrative powers (short form) - amended
E19B Draft letter to accompany settlement in form of Precedent A1a2 - renumbered and amended
E19C1 Draft letter to accompany settlement in form of Precedent B1
E19C2 Trust summary for use with settlement in form of Precedent B1
E19D1 Draft letter to accompany settlement in form of Precedent C1a1
E19D2 Trust summary for use with settlement in form of Precedent C1a1
E19E1 Draft letter to accompany settlement in form of Precedent D4
E19E2 Trust summary for use with settlement in form of Precedent D4
E20 Trust checklist - amended
Alternative execution clauses
E21A Form of execution where a document is executed at direction of an individual party to it
E21B Form of execution where document executed by a person incapable of reading
E21C Form of execution where document executed by attorney on behalf of an individual
E21D Form of execution where document is executed by a company
E21E Clause for insertion in document dealing with execution in counterpart
E22 Instructions for executing a deed
F: Public Settlements
Charitable trust
F1A1 General charitable trust - amended
F1A2 General charitable trust with powers reserved to founder - amended
F1A3 General charitable appeal trust - renumbered and amended
F1B Specific charitable objects
F1C1 General charitable trust administrative powers - amended
F1C2 Addtional administrative powers for use with charitable appeal trust
F1C3 Further charitable trust administrative powers - amended
F2 Constitution of ‘Friends’ association - renumbered and amended
F2 Constitution of ‘Friends’ association - renumbered and amended
F3A Memorandum recording change of trustees of charitable trust - renumbered and amended
F3B Small charity’s transfer of property - renumbered and amended
F3C Small charity’s modification of its purposes - renumbered and amended
F3D Unincorporated charity’s modification of its powers and procedures - renumbered and amended
F3E Small charity’s power to spend capital - renumbered and amended
F3F Authority to execute documents on behalf of charity trustees - renumbered and amended
F4A HMRC Model Gift Aid Declaration - renumbered and amended
F4B Declaration of intent to give - renumbered and amended
F5 Maintenance fund trust - renumbered and amended
G: Foreign Law
G1 Jersey discretionary settlement - replaced
G2A Appointment of alternate trustees and change of trustees on happening of emergency event - new
G2B Variation of terms - new
H: Administrative Powers
H1 Administrative powers (long form) - amended
H2 Administrative powers (short form) - amended
