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Declarations of Trust:

Declarations of Trust:
A Drafting Handbook
6th Edition
Practice Area:  Trusts Law
ISBN:  9780414111912
Published by:  Sweet & Maxwell
Publication Date:  23 Jun 2023
Subscription Information:  Non-Subscribable Product
Format:  Paperback
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Declarations of Trust: A Drafting Handbook is a highly practical book providing the general practitioner with over 50 useful precedents to cover all situations where declarations of trust can be used to protect clients’ interests. Each chapter deals with a particular scenario and has a short commentary covering law, procedure and points to watch out for, followed by a useful “Steps to be taken” section.

It also:

  • Explains the role of a declaration of trust, when it should be used, and what it should achieve.
  • Covers a range of transactions where a declaration of trust can be used, including property purchases, insurance policies, company shareholdings and bank accounts.
  • Is organised transaction by transaction, with key issues dealt with in a short, clear narrative.
  • Contains more than 50 precedents which can be easily adapted to specific situations.
  • Goes through all the steps which need to be followed in each instance.
  • Covers tax issues and registration requirements to be considered when using a declaration of trust.

New to this Edition:

  • Since the last edition, the Trust Registration Service has been introduced and its scope greatly expanded to be of relevance to many declarations of trusts. This new text deals with the introduction and expansion of the Trust Registration Service.
  • All chapters have been revised and rewritten to incorporate recent developments in case law and in property and tax legislation.
  • Contains updated Land Registry Forms completed as each situation requires.

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  1. General principles
  2. Property purchased as tenants in common
  3. Property purchased by beneficial joint tenants. Subsequent adjustment of interests.
  4. Sole legal owner of home holding for another (or for self and another)
  5. Insurance Policies
  6. Company Shareholdings
  7. Indivisible assets
  8. In conjunction with wills- the half-secret trust and mutual wills
  9. Joint bank accounts


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