As a fellow professional adviser we thought you may be interested in this new time-saving opportunity:

Designed to cater for modern family arrangements this deed adopts best-practice clauses for:

• international trends (including "protectors" and the ability to alter final distribution by deed);
• broad powers of appointment and removal of trustees and beneficiaries;
• property relationships issues - during relationship and on separation;
• flexibility around tax and asset structuring.

Benefits of use

• cover all bases by benchmarking other deeds against its comprehensive scope;
• can sometimes be used in the place of parallel trusts which will save administration costs for your clients;
• suitable for single or multiple settlors;
• flexible enough to allow for variations and resettlements while remaining "tax friendly".

Features

• a typist instruction sheet;
• word document template simple to install on your system;
• one-off up front cost;
• easy to brand with your own logo and firm name.

How to Order

Other time-saving tools created by Mackintosh Bradley & Price

If you would also see value in receiving the following administration documents - please register your interest here with your email address or click here to email us (terms of offer will be communicated at a later date):

• Deed of retirement and appointment of new trustee;
• Memorandum of Wishes;
• Deed of nomination of appointor;
• Full AGM minutes;
• Deed of resettlement with accompanying minutes;
• Deed of appointment of attorney for a trustee;
• Deed of delegation by trustee;
• Deed winding up the trust with resolutions;
• Deed of appointment or exclusion of beneficiaries;
• Deed of funeral trust;
• Asset planning interview sheet;