A Life Insurance Trust Deed is commonly used in England and Wales when individuals wish to ensure their life insurance proceeds are managed efficiently and distributed according to their wishes while potentially reducing inheritance tax liability. The document is particularly valuable for estate planning, as it can help keep insurance proceeds outside of the settlor's estate for tax purposes. The deed establishes the trust structure, defines the powers of trustees, identifies beneficiaries, and provides detailed instructions for the management and distribution of the insurance proceeds. It must comply with English trust law principles and relevant financial services regulations.
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let tiktok成人版's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identifies settlor, trustees, and beneficiaries
2. Background: Details of the life insurance policy and purpose of the trust
3. Definitions: Key terms used throughout the deed
4. Declaration of Trust: Formal creation of the trust arrangement
5. Trustee Powers: Specific powers granted to trustees
6. Trust Terms: Main operative provisions of the trust
7. Beneficiary Provisions: Rights and entitlements of beneficiaries
1. Appointment and Removal of Trustees: Additional provisions for trustee succession arrangements when default statutory provisions are insufficient
2. Administrative Provisions: Additional administrative powers and procedures for complex trust arrangements
3. Delegation Provisions: Specific powers of delegation when trustees need explicit delegation authority
1. Schedule 1 - Life Insurance Policy Details: Specific details of the insurance policy being placed in trust
2. Schedule 2 - Initial Trust Fund: Details of any additional assets placed in trust
3. Schedule 3 - Beneficiary Classes: Detailed definitions of beneficiary classes and their respective interests
4. Appendix A - Trustee Powers: Comprehensive list of trustee powers beyond statutory provisions
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Trust Deed Variation
An England & Wales legal document modifying trust terms under the Variation of Trusts Act 1958.
find out more
Property Trust Deed
An England & Wales legal document establishing trust arrangements over real property, detailing interests and trustee powers.
find out more
Deed Of Trust Note
A legal contract in England & Wales outlining terms for the sale and transfer of property ownership.
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
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
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 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
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)