Establishing a Bespoke Trust - Key Drafting Points to Consider

Introduction

Trusts are a common feature of tax and estate planning, but a one-size-fits-all approach often leads to complex and costly issues that need to be resolved years after the trust’s creation.

Equally, with the ever-increasing levels of compliance that affect trusts, it is important to take steps at the creation of the trust to ensure that trustees remain compliant and that they fulfil their obligations.

This introductory level webinar will take a procedural approach to creating trusts, setting out information needed to establish a trust, as well as key drafting points to consider.

After watching this webinar, you will be able to prepare a trust deed for administration.

What You Will Learn

This webinar will cover the following:

• When a trust is appropriate for a client, and what type of trust
• Information needed from the client to effectively draft the trust deed
• Trust powers, and their utility in certain circumstances
• Important considerations when drafting trust deeds
• Compliance considerations
• Post completion steps to be carried out
• Restrictions for reliefs for trusts in light of the Finance Act 2025

This pre-recorded webinar will be available to view from Friday 31st October 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.