Precedents

Template pro-formas and clause banks ensure you are always using the latest best practice and law

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Precedents
Letter of claim—constructive trust, requesting an order for saleDear [insert firm name]Our Client: [ ]Your Client: [ ]Re: [insert property address]We...
15th Aug
Precedents
Simple indemnity—deeds of appointment and retirement of trustees[To add to the recitals:]The [Continuing Trustees [and the] AND/OR New Trustees] have...
15th Aug
Precedents
Bare trust by declaration of trustThis DECLARATION OF TRUST is made on [date] by [settlor] of [address] (the Settlor).BackgroundThe Settlor wishes to...
15th Aug
Precedents
Inheritance tax—client guideWhat is inheritance tax?Inheritance tax (IHT) is essentially a tax charged on a person’s death, based on the value of that...
15th Aug
Precedents
Deed to add property to a trustThis Deed is made on [date]Parties1[donor] of [address] (the Donor) and2[trustees] of [addresses] (the...
15th Aug
Precedents
Personal injury bare trust—mentally capable adultThis TRUST is made on [date]Parties1[name] of [address] (the Settlor) and2[name] of [address] and...
15th Aug
Precedents
Legal rights intimation letterOur ref: [Client - Code/Matter - Matter Code/Matter - Fee Earner Initials]Your ref: [insert ref][insert full...
15th Aug
Precedents
Deed of release of life interest This DEED OF Release is made on [date]Parties1[life tenant] of [address] (the Life Tenant);2[trustee] of [address]...
15th Aug
Precedents
Deed of revocation of lasting power of attorney by donorThis deed of revocation is made on [date] by [donor] of [address].I revoke the lasting power...
15th Aug
Precedents
Life insurance trust—incorporating an assignment of the policyThis TRUST is made on [date]Parties1[settlor] of [address] (the Settlor) and2[original...
15th Aug
Precedents
Power of attorney—trusteeship delegationThis TRUSTEE Power of Attorney is made on [date] by [trustee] of [address] (the Donor).Background(A)The Donor...
15th Aug
Precedents
Deed of retirement and appointment of new trustees (separate appointor) (continuing trustee)This Deed is made on [date]Parties1[insert name] of ...
15th Aug
Precedents
Deed of retirement of trustee (separate appointor)This Deed is made on [date]Parties1[insert name] of [insert address] (the Appointor)2[insert name]...
15th Aug
Precedents
Clause—for use where trustees are exercising powers of appointment in a settlement—appointing the trust fund in favour of a beneficiary absolutelyThe...
15th Aug
Precedents
Deed of adherence and/or substitutionThis Deed of adherence made this [insert date of Deed]Parties1[insert name of New Trustee] ('the New...
15th Aug
Precedents
Health and social care records release consent formI [insert name of client] of [insert address of client] hereby authorise and consent to the release...
15th Aug
Precedents
Letter to GP to complete COP3 in connection with deputyship applicationDear Dr [insert name of GP]Re: [insert name of patient]We are instructed on...
15th Aug
Precedents
Notice of revocation of ordinary power of attorneyTo my attorney[s] and anyone else whom it may concern.I [name of donor] of [address of donor]:1give...
15th Aug
Precedents
Trust for the disabled—discretionaryThis TRUST is made on [date]Parties1[settlor] of [address] (the Settlor) and2[original trustees] of [addresses]...
15th Aug
Precedents
Life interest trust—flexibleThis trust is made on [date]Parties1[settlor] of [address] (the Settlor) and2[original trustees] of [addresses] (the...
15th Aug

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