Precedents

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Precedents
Letter of wishes—discretionary trust[title eg Letter of wishes regarding [trust name]][date]To the trustees of [insert trust name] dated [insert date...
15th Aug
Precedents
General power of attorney under the Powers of Attorney Act 1971 Section 10This General Power of Attorney is made on [date] by [name] of [address].I...
15th Aug
Precedents
Letter to GP to complete COP3 in connection with statutory Will applicationDear Dr [insert name of GP]Re: [insert name of patient]We are instructed on...
15th Aug
Precedents
Personal injury bare trust—childThis TRUST is made on [date]Parties1[name] of [address] acting by [name] of [address] (the Litigation Friend)...
15th Aug
Precedents
Discretionary trustThis TRUST is made on [date]Parties1[settlor] of [address] (the Settlor) and2[original trustees] of [addresses] (the Original...
15th Aug
Precedents
CGT—letter—election of main residence—principal private residence (PPR) relief—trustee(s) and individual beneficiaryHM Revenue and Customs [Insert...
15th Aug
Precedents
General power of attorney to administer digital assetsTHIS POWER OF ATTORNEY is made on [date] by [name of donor] of [address of donor].1AppointmentI...
Produced in partnership with Kerry Bornman of 3 Stone Buildings 15th Aug
Precedents
Deed of appointment terminating discretionary trust—appointments in favour of adult beneficiary absolutely and in favour of minor beneficiary...
15th Aug
Precedents
Explanatory note/Summary for a client's Discretionary trust[Your] Discretionary trust—[name of settlor]—[explanatory note OR summary]This...
15th Aug
Precedents
Partial deed of revocation of lasting power of attorneyThis partial deed of revocation is made on [date] by [donor] of [address].1I granted a Lasting...
15th Aug
Precedents
Deed of retirement of trustee (no separate appointor)This Deed is made on [date]Parties1[insert name] of [insert address] and [insert name] of [insert...
15th Aug
Precedents
Letter to GP requesting assessment of capacity to make a Will[insert name and address of GP][insert date]Dear Dr [insert name of GP][insert full name,...
15th Aug
Precedents
Making a deputyship application—client guideThis document provides general guidance about making an application to appoint a deputy, explaining when...
15th Aug
Precedents
Domicile and deemed domicile—client guideKey points•domicile is a legal status which links an individual to the laws of a particular jurisdiction—it...
15th Aug
Precedents
Personal injury bare trust—mentally incapable adultThis TRUST is made on [date]Parties1[name] of [address] acting by [name] of [address] (the...
15th Aug
Precedents
Deed of appointment of new trustee (separate appointor)This Deed is made on [date]Parties1[insert name] of [insert address] (the Appointor)2[insert...
15th Aug
Precedents
Deed of appointment of new trustees (no separate appointor)This Deed is made on [date]Parties1[insert name] of [insert address] and [insert name] of...
15th Aug
Precedents
Bare trustThis TRUST is made on [date]Parties1[settlor] of [address] (the Settlor) and2[original trustee] of [address] and [original trustee] of...
15th Aug
Precedents
Letter to client explaining consequences of making a giftDear [insert name of client]Thank you for your instructions [I refer to our meeting and your...
15th Aug
Precedents
Notice of delegation of trustee powers by power of attorneyTo: [insert name of co-trustee or person entitled to appoint] of [insert address of...
15th Aug

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