Document background
A Trust Fund Agreement is essential when establishing a formal trust structure under English and Welsh law. It serves as the foundational document defining how assets are to be held, managed, and distributed. This agreement is particularly crucial for wealth preservation, tax planning, charitable giving, and ensuring proper asset management for beneficiaries. The document must comply with current trust legislation and typically includes detailed provisions for trustee powers, investment guidelines, distribution rules, and beneficiary rights. Trust Fund Agreements are commonly used in both private wealth management and corporate settings, requiring careful consideration of tax implications and regulatory requirements.
