Personal injury and disabled persons trusts

Personal injury and disabled persons trusts guidance:

If [insert the full name and description of the disabled person who is the object of the trust, eg my said son Joe] of [insert full address of disabled person] shall be...

Precedents

This TRUST is made on [date]. Parties 1 [settlor] of [address] (the Settlor) and 2 [original trustees] of [addresses] (the Original Trustees) Background (A) The Settlor...

Precedents

This TRUST is made on [date] Parties 1 [name] of [address] acting by [name] of [address] (the Litigation Friend) and 2 [name] of [address] and [name] of [address] (the...

Precedents

This TRUST is made on [date] Parties 1 [name] of [address] (the Settlor) and 2 [name] of [address] and [name] of [address] (the Original Trustees) Background (A) This...

Precedents

This TRUST is made on [date] Parties 1 [name] of [address] acting by [name] of [address] (the Litigation Friend) and 2 [name] of [address] and [name] of [address] (the...

Precedents

Types of personal injury trust How to choose between the different types of trust Personal injury trusts are often considered in the context of the injured person having...

Practice Note

Inheritance tax and personal injury trusts It is a common misconception among practitioners that using one type of personal injury trust or another confers some...

Practice Note

A ‘disabled trust’ is a trust which benefits from special inheritance tax (IHT) treatment provided certain qualifying conditions are met. In order for a trust to qualify,...

Practice Note

This Practice Note sets out the special income tax and capital gains tax (CGT) treatment of trusts for disabled persons. For guidance on how to make a vulnerable person...

Practice Note

For general guidance on the special income tax and capital gains tax (CGT) treatment of trusts for disabled persons, see Practice Note: Taxation of trusts for disabled...

Practice Note

Introduction It is a sad fact that in many personal injury cases, particularly those involving the most catastrophic injuries, the injured person will lose the capacity...

Practice Note

This TRUST is made on [date]. Parties 1 [settlor] of [address] (the Settlor) and 2 [original trustees] of [addresses] (the Original Trustees) Background (A) The Settlor...

Precedents

1 Revocation I [full name of testator] of [address of testator] revoke all former testamentary dispositions made by me[ to the extent that and so far only as they affect...

Precedents
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