Absolute Trust Deed Template for England and Wales

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Absolute Trust Deed

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Absolute Trust Deed

"I need an Absolute Trust Deed to transfer my investment portfolio to trustees for the benefit of my three adult children, with specific investment restrictions and equal distribution requirements to be implemented by March 2025."

Document background
An Absolute Trust Deed is a fundamental legal instrument in England and Wales used when individuals wish to make an outright gift of assets while maintaining professional management through trustees. This type of trust deed is particularly useful for inheritance tax planning, as it creates an immediate disposition of assets, removing them from the settlor's estate. The document details the trust property, beneficiary entitlements, trustee powers, and administrative provisions, creating a binding arrangement that cannot be reversed once executed. It's commonly used in estate planning, family wealth management, and business succession planning.
Suggested Sections

1. Parties: Details of settlor, trustees, and any other relevant parties

2. Background: Context and purpose of the trust creation

3. Definitions: Key terms used throughout the deed

4. Trust Declaration: Formal declaration of trust and transfer of assets

5. Beneficiaries: Clear identification of trust beneficiaries

6. Trustees' Powers: Detailed powers granted to trustees

7. Administrative Provisions: Day-to-day management of trust

Optional Sections

1. Investment Powers: Specific investment authorities beyond statutory powers - used when specific investment restrictions or permissions are required

2. Appointment and Retirement of Trustees: Process for changing trustees - used when standard statutory provisions need modification

3. Delegation Provisions: Specific delegation powers - used when trustees need additional delegation authority

Suggested Schedules

1. Schedule 1: Trust Property: Detailed list of assets transferred into trust

2. Schedule 2: Additional Powers: Supplementary trustee powers beyond main deed

3. Schedule 3: Beneficiary Details: Full beneficiary information and entitlements

4. Appendix A: Investment Guidelines: Specific investment parameters if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Industries

Trustee Act 1925: Core legislation defining trustee powers, duties, and administrative provisions including investment powers for trustees

Trustee Act 2000: Modern update to trust law covering trustee duty of care, investment powers, and delegation of trustees' functions

Law of Property Act 1925: Fundamental legislation dealing with legal estates and interests in property, including trust property formalities

Perpetuities and Accumulations Act 2009: Sets out rules against perpetuities and regulates the accumulation of income in trusts

Inheritance Tax Act 1984: Governs tax implications of creating trusts and lifetime transfers, crucial for trust tax planning

Taxation of Chargeable Gains Act 1992: Covers Capital Gains Tax considerations and implications of transferring assets into trust

Income Tax Act 2007: Establishes income tax treatment of trust income and tax responsibilities of trustees

5th Money Laundering Directive (Trust Registration Service): Requires registration of certain trusts with the Trust Registration Service to prevent money laundering

Mental Capacity Act 2005: Establishes capacity requirements for creating and managing trusts

Financial Services and Markets Act 2000: Relevant when trust involves regulated investments and financial services

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Trust Deed Variation

find out more

Property Trust Deed

find out more

Deed Of Trust Note

find out more

Home Equity Conversion Deed Of Trust

A legal document under English and Welsh law that secures a reverse mortgage or equity release arrangement through a trust structure.

find out more

Unreleased Deed Of Trust

A legal document under English and Welsh law establishing an active trust arrangement where trustees hold assets for beneficiaries, pending formal release.

find out more

Revolving Credit Deed Of Trust

An English law document establishing a trust structure to secure revolving credit facilities, combining lending arrangements with security held in trust.

find out more

Note Secured By Deed Of Trust Straight Note

An English law governed secured promissory note utilizing a trust structure to hold security for the benefit of the lender.

find out more

Money Trust Deed

A legal document under English law establishing a trust for managing monetary assets and defining trustee powers and beneficiary rights.

find out more

Joint Tenancy Deed Of Trust

A legal document under English and Welsh law establishing trust arrangements between joint property owners and defining their rights and responsibilities.

find out more

Home Equity Conversion Second Deed Of Trust

A security instrument under English and Welsh law that creates a second charge over property for home equity conversion loans.

find out more

Forged Deed Of Trust

Cannot provide assistance with forged documents as this would constitute fraud and is illegal in England and Wales.

find out more

Existing First Trust Deed Loan

A legal document under English and Welsh law establishing a first-priority security interest in real property through a trust arrangement.

find out more

Deed Of Partial Reconveyance

A legal document under English and Welsh law that releases a specific portion of mortgaged property from the original mortgage security.

find out more

Commission Approved Deed Of Trust

A legally binding trust document approved by the Charity Commission under England and Wales law, establishing trustee obligations and beneficiary rights.

find out more

Absolute Trust Deed

A legal document under English and Welsh law creating an irrevocable trust arrangement for permanent transfer of assets to beneficiaries.

find out more

Trust On Death Deed

A legal document under English and Welsh law that creates a trust taking effect upon death, transferring property to beneficiaries while maintaining settlor's lifetime control.

find out more

Deed Of Trust Beneficiary

A legal document under English and Welsh law that establishes beneficiary rights and entitlements within a trust arrangement.

find out more

Second Deed Of Trust Promissory Note

A legal instrument under English and Welsh law creating a secondary secured interest in property, combining a promissory note with a deed of trust.

find out more

Short Deed Of Trust

A concise legal document under English and Welsh law establishing a trust relationship and defining asset management responsibilities.

find out more

Reverse Mortgage Deed Of Trust

An English law deed creating a trust arrangement to secure a reverse mortgage loan, establishing rights and obligations between lender, borrower, and trustee.

find out more

Grant Deed To A Revocable Trust

A legal instrument under English and Welsh law used to transfer property into a revocable trust structure, maintaining grantor control while establishing beneficial ownership.

find out more

Grant Deed And Deed Of Trust

A legal instrument under English and Welsh law that combines property transfer with trust creation, establishing trustee duties and beneficiary rights.

find out more

Future Advance Deed Of Trust

An English law security instrument that enables property-based lending with provision for future advances under the same security arrangement.

find out more

Warranty Deed And Deed Of Trust

An English law document combining property transfer warranties with trust establishment provisions.

find out more

Deed Of Beneficial Interest

A formal legal document under English and Welsh law establishing beneficial ownership rights where property is legally owned by another party.

find out more

Declaration Of Trust Sole Owner

A legal document under English and Welsh law where a sole owner declares they hold assets in trust, establishing terms and beneficiaries.

find out more

Quitclaim Deed Irrevocable Trust

A legal instrument under English and Welsh law establishing an irrevocable trust through complete release of property rights from settlor to trustees for beneficiaries' benefit.

find out more

Wraparound Deed Of Trust

A legal instrument under English and Welsh law creating a trust arrangement that wraps around existing financing while enabling additional borrowing.

find out more

Credit Line Deed Of Trust

An English law document establishing a trust arrangement to secure obligations under a credit facility.

find out more

Joint Trust Deed

An English law document establishing a trust arrangement with multiple settlors, defining trustee powers and beneficiary rights.

find out more

Deed Of Trust And Security Agreement

An English law document establishing both trust arrangements and security interests over assets, combining asset protection with security rights enforcement.

find out more

Pocket Deed Of Trust

A simplified trust deed under English and Welsh law that establishes basic trust arrangements in a condensed format.

find out more

Deed Of Advancement Terminating Trust

A legal document under English law that terminates a trust by advancing all assets to beneficiaries.

find out more

Partial Claim Deed Of Trust

A legal document under English law establishing a trust relationship over a partial claim, defining trustee powers and beneficiary rights.

find out more

Master Deed Of Trust

A legal document under English and Welsh law establishing the framework for managing trust assets and defining the rights and obligations of all parties involved.

find out more

Deed Of Beneficial Ownership

A formal English law deed establishing and recording beneficial ownership rights separate from legal title to assets.

find out more

Commercial Deed Of Trust

A legal document under English and Welsh law establishing a trust arrangement for commercial purposes, defining trustee powers and beneficiary rights.

find out more

Charity Trust Deed

A legal document under English and Welsh law that establishes and governs a charitable trust, defining its purposes and operational framework.

find out more

Seller Financed Deed Of Trust

A legal instrument under English law creating a trust arrangement where property sellers finance buyers through a trustee-held security arrangement.

find out more

Personal Injury Trust Deed

A legal document under English and Welsh law establishing a trust to manage personal injury compensation while protecting benefit entitlements.

find out more

Junior Deed Of Trust

An English law document creating a secondary trust arrangement, defining asset management and beneficiary rights under a subordinate trust structure.

find out more

Deed Of Ratification Trust Deed

A formal legal document under English and Welsh law used to confirm and validate the terms and provisions of an existing trust deed.

find out more

Community Trust Deed

A legal document under English and Welsh law establishing a trust for community benefit, defining assets, trustees, beneficiaries, and governance structures.

find out more

Business Trust Deed

A legal document under English and Welsh law establishing a trust structure for business assets, defining relationships between settlors, trustees, and beneficiaries.

find out more

Supplemental Deed Of Trust

A legal document under English and Welsh law that modifies or supplements an existing trust deed without revoking the original trust arrangement.

find out more

Subordinate Deed Of Trust

An English law deed establishing a trust arrangement with subordinated rights and interests, commonly used in financing and asset management.

find out more

Revocable Deed

A formal legal instrument under English and Welsh law that creates or conveys rights or obligations while maintaining the grantor's power to revoke.

find out more

Replacement Trust Deed

An English law deed that enables the replacement of existing trustees with new trustees while maintaining the original trust structure.

find out more

Purchase Money Deed Of Trust

A legal document under English and Welsh law creating a security interest in property to secure a purchase money loan, involving a three-party arrangement between lender, borrower, and trustee.

find out more

Performance Deed Of Trust

An English law trust deed that links trust distributions to achievement of specified performance conditions.

find out more

Notarial Deed Of Trust

A formally authenticated trust deed executed before a Notary Public under English and Welsh law, establishing terms for asset management and distribution.

find out more

Leasehold Deed Of Trust

A legal document under English law establishing trust arrangements for beneficial ownership of leasehold property.

find out more

Life Insurance Trust Deed

A legal document under English and Welsh law establishing a trust to hold and manage a life insurance policy and its proceeds.

find out more

Revocable Gift Deed

A legal document under English law allowing transfer of assets while retaining revocation rights.

find out more

Floating Deed Of Trust

An English law document creating a floating security interest over changing assets through a trust structure.

find out more

Declaration Of Trust Joint Tenancy

An English law document establishing rights and responsibilities between joint property owners, recording ownership shares and management arrangements.

find out more

Promissory Note Secured By Deed Of Trust

An English law document combining a debt obligation with trust-based security arrangements.

find out more

Irrevocable Inter Vivos Deed Of Gift

A formal deed under English and Welsh law that permanently transfers ownership of property or assets from one party to another during the donor's lifetime.

find out more

Living Trust Deed

An English law document creating a trust during the settlor's lifetime for asset management and distribution.

find out more

Flexible Trust Deed

An English law deed creating a discretionary trust structure with flexible powers for trustees to manage and distribute assets.

find out more

Deed Of Trust Loan Agreement

An English law document establishing both loan terms and trust arrangements for managing loan assets.

find out more

Construction Deed Of Trust

A legal document under English and Welsh law establishing a trust arrangement for managing construction project funds and assets.

find out more

Debt Trust Deed

An English law document establishing a trust structure for managing debt securities and protecting bondholder interests.

find out more

All Inclusive Trust Deed

A comprehensive trust establishment document under English and Welsh law that defines all aspects of trust operation and management.

find out more

Testamentary Trust Deed

An English law document that establishes a trust within a will, defining how assets are managed and distributed after death.

find out more

Inter Vivos Deed

A formal legal document under English law used to transfer property or rights during the grantor's lifetime.

find out more

Revocable Deed Of Trust

A legal document under English and Welsh law creating a modifiable trust arrangement for asset management, with retained rights of revocation by the settlor.

find out more

Life Trust Deed

A legal instrument under English law that establishes a trust operating during the settlor's lifetime, transferring assets to trustees for beneficiaries' benefit.

find out more

Second Trust Deed

An English law document that modifies or updates an existing trust arrangement, maintaining legal compliance while adapting to new circumstances.

find out more

Irrevocable Deed

A binding legal instrument under English and Welsh law that creates permanent, irrevocable obligations between parties.

find out more

Master Trust Deed

A comprehensive legal document under English and Welsh law that establishes and governs a trust structure, defining all aspects of its operation and administration.

find out more

Promissory Note And Deed Of Trust

A combined legal instrument under English and Welsh law that evidences debt through a promissory note while securing it via a trust structure.

find out more

Declaration Of Trust

A legal document under English law that records beneficial ownership of property or assets held by trustees.

find out more

Irrevocable Deed Of Gift

A legal document under English and Welsh law that permanently transfers ownership of property or assets without consideration.

find out more

Family Trust Deed

A legal document under English and Welsh law establishing a trust arrangement for family assets and their management.

find out more

Deed Of Debt

A formal legal document under English and Welsh law that creates or acknowledges a debt obligation, executed as a deed for enhanced enforceability.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.