Our Discretionary Trusts provide the trustee with flexible and powerful arrangements. The deed is drafted by in-house tax lawyers and externally peer reviewed.
The deeds are written in plain, easy to understand language and each deed comes with an explanatory guide to help trustees and advisers.
A discretionary trust, sometimes called a “family trust”, is generally a document conveying title to trust property to the trustee and setting out the purpose for which a trust has been formed, the rights and obligations of the trustee, of the trust’s manager and of the trust’s beneficiaries.
The trust deed imparts the rules within which the trust must operate, dictates its investment guidelines, and describes how benefits will accrue to the beneficiaries under the trust.