Precedents

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Precedents
Making a Will—client guideThis document provides general guidance regarding the reasons for and process involved in making a Will. Your Private Client...
31st Aug
Precedents
Will—to spouse absolutely, then on discretionary trust1RevocationI [full name of testator] of [address of testator] revoke all former testamentary...
31st Aug
Precedents
Will—individual, unmarried, no children1RevocationI [full name of testator] of [address of testator] revoke all former testamentary dispositions made...
31st Aug
Precedents
Will—to spouse absolutely, then to children on flexible life interest trust1RevocationI [full name of testator] of [address of testator] revoke all...
31st Aug
Precedents
Will—fully discretionary1RevocationI [full name of testator] of [address of testator] revoke all former testamentary dispositions made by me[ to the...
31st Aug
Precedents
Will—to spouse on flexible life interest trust, remainder to children absolutely1RevocationI [full name of testator] of [address of testator] revoke...
31st Aug
Precedents
CodicilI [insert name] of [insert address] declare this to be the [first OR second] codicil to my Will which is dated [date of Will] [as amended by my...
26th Aug
Precedents
2% SDLT surcharge for non-residents—training materialsThese Training Materials cover the 2% stamp duty land tax (SDLT) surcharge that applies from 1...
16th Aug
Precedents
Trustee power of attorney under Trustee Act 1925, section 25THIS POWER OF ATTORNEY is given on [date] by me [name of donor] of [address of donor].This...
15th Aug
Precedents
Notice of assignment—life insurance policy To [insurance company]We [solicitors] of [address] as solicitors for [assignor] give you notice that by a...
15th Aug
Precedents
Deed of appointment terminating discretionary trustThis Deed of Appointment is made on [date] by [trustee] of [address] and [trustee] of [address]...
15th Aug
Precedents
CGT—letter—election of main residence—principal private residence (PPR) relief—individualHM Revenue and Customs [Insert HMRC address][Insert date]Dear...
15th Aug
Precedents
Contingent trust of capital and income at a specific age—clauseThe Trustees shall hold the Trust Fund and the income of...
15th Aug
Precedents
Notice to co—trustee(s) of delegation of trusteeship by power of attorneyTo: [co-trustee(s)] of the [trust name] (the Trust) dated [date] and made...
15th Aug
Precedents
Appropriate statement by attorney pursuant to Trustee Delegation Act 1999I [insert full name of attorney] of [insert address of attorney] make the...
15th Aug
Precedents
Deed of retirement and appointment of new trustees (separate appointor) (no continuing trustee)This Deed is made on [date]Parties1[insert name] of...
15th Aug
Precedents
Loan to beneficiary[name] TrustTRUSTEE RESOLUTION1We [trustee] of [address] and [trustee] of [address] are the present trustees of the trust dated...
15th Aug
Precedents
Continuing and welfare power of attorneyBy[name of granter]In favour of[names(s) of Attorney(s)](Continuing and Welfare Attorney(s))[year][Agent...
Produced in partnership with Dorothy Kellas of Gilson Gray 15th Aug
Precedents
Beneficiary receipt on final distribution of trustI, [beneficiary], acknowledge that today I received from [names of trustees] the trustees of [insert...
15th Aug
Precedents
Deed of partition of trust fund of investments and cash between life tenant and remaindermanThis Deed of Partition is made on [date]Parties1[life...
15th Aug

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