Standard documents

A trust deed for two settlors to establish a bare trust for two or more beneficiaries who are minors (under 18). This standard document has integrated drafting notes.

A standard form legal mortgage over a property (often referred to as a "legal charge") granted by an individual borrower in favour of an individual lender, securing monies that have been borrowed for the purpose of the borrower's business. Note: This standard document can only be used in the prescribed circumstances discussed in the integrated drafting notes as it has been drafted to bring it within one of the categories of exempt agreements for the purposes of the Consumer Credit Act 1974 (CCA 1974).  Any amendments should be discussed with a specialist in consumer credit since any alterations may take this mortgage outside the definition of exempt agreement.  This would mean that the lender would need a consumer credit licence and this mortgage would need to comply with the provisions of the CCA 1974 to be enforceable without a court order.  This mortgage is not drafted to be compliant with the CCA 1974.

A declaration by one or more individuals that they hold a property on trust for themselves and a third party beneficiary. This standard document contains integrated drafting notes, drawing attention to specific issues. You can elect to view the standard document with, or without, the integrated notes by using the options in the "Actions" box in the top right corner of the screen. See Standard clauses and drafting notes for clauses that can be used to adapt this document.

A trust deed for one settlor to establish a bare trust for one beneficiary who is a minor (under 18). This standard document has integrated drafting notes.

A declaration by two or more individuals that they hold a property on trust, as tenants in common, for use where the respective shares of the owners will be determined according to their contributions over time. This standard document contains integrated drafting notes, drawing attention to specific issues. You can elect to view the standard document with, or without, the integrated notes by using the options in the "Actions" box in the top right corner of the screen. See Standard clauses and drafting notes for clauses that can be used to adapt this document.

Click here to access the Word version of this form. This is an initial fact-finding questionnaire for a personal injury claimant who is considering whether to set up a personal injury trust to hold a damages award. A legal adviser can send the questionnaire to a client who has been referred to him from the personal injury department of his firm or from another firm. Alternatively, the solicitor may want to use this questionnaire at the initial meeting with the client to gather relevant background information. The information gathered from this questionnaire will allow the adviser to carry out a cost/benefit analysis so that he can advise whether a trust should be used to hold the client's personal injury damages award. Compare the total value of means-tested benefits for the claimant's household with the projected cost of setting up the trust as well as the annual cost of administering it. You will need to include the costs of annual fees if a professional trustee is to be appointed. Where the client is not claiming means-tested benefits or is unlikely to claim them in the future, consider whether a personal injury trust is necessary for some other reason. For more information, see Practice note, Personal injury trusts: overview: Other reasons for setting up a personal injury trust. Question 24 of the questionnaire asks the client to suggest two people outside his household who may be able to act as trustees of the personal injury trust. For information ab

A declaration by two or more individuals that they hold a property on trust, as tenants in common, in specified shares. This standard document contains integrated drafting notes, drawing attention to specific issues. You can elect to view the standard document with, or without, the integrated notes by using the options in the "Actions" box in the top right corner of the screen. See Standard clauses and drafting notes for clauses that can be used to adapt this document.

A declaration by two or more individuals, who currently hold a property as beneficial tenants in common in equal shares, that they now want to hold as joint tenants. This standard document contains integrated drafting notes, drawing attention to specific issues. You can elect to view the standard document with, or without, the integrated notes by using the options in the "Actions" box in the top right corner of the screen. See Standard clauses and drafting notes for clauses that can be used to adapt this document.

Any person (other than a barrister) who has been involved in setting up an offshore trust where the settlor is UK domiciled, must send a section 218 (Inheritance Tax Act 1984) notice to HMRC, unless the trust has been created by a will, or unless an IHT100 account has been delivered. Penalties apply if this notice is not sent to HMRC within three months of the creation of the trust.

A trust deed for one settlor to establish a bare trust for two or more beneficiaries who are minors (under 18). This standard document has integrated drafting notes.

A letter of consent from the spouse or civil partner of an individual who wants to change his name by deed poll.

A long-form family charter intended as a starting point when preparing such a document. This document must be tailored to suit the circumstances of the family in question. The integrated drafting notes explain how families may take different or contrary approaches or policies. PLC Private Client thanks Juliette Johnson, Coutts, Sue Laing and Simon Rylatt of Boodle Hatfield and Ken McCracken of Family Business Solutions for their comments on this document.

A briefing note for employers and HR professionals on common issues to consider arising from various tax changes for high income employees that took effect from April 2009 to April 2011.