Chapter 1: The Raid on Trusts
Chapter 2: First Principles
Chapter 3: Style
Chapter 4: Principles of Interpreting Trust Documents
Chapter 5: Beneficiaries
Chapter 6: Trustees
Chapter 7: Trustees’ Powers
Chapter 8: Trust Property
Chapter 9: The Rule Against Perpetuities and Accumulations
Chapter 10: General Provisions of a Trust
Chapter 11: Drafting Overriding Powers (Appointment, Re-settlement and Advancement)
Chapter 12: Exercising Overriding Powers
Chapter 13: Settlor Exclusion and Default Clauses
Chapter 14: Lifetime Interest in Possession Trusts
Chapter 15: Discretionary Trusts
Chapter 16: Provisions Inconsistent with IP and IHT Special Trusts
Chapter 17: Types of Will Trusts
Chapter 18: Will Drafting after the FA 2008
Chapter 19: Administration of Nil Rate Band Trusts
Chapter 20: Wills and Care Fee Planning
Chapter 21: Administrative Provisions
Chapter 22: Bare Trusts
Chapter 23: Trusts of Life Insurance Policies
Chapter 24: Trusts of Pension Death Benefits
Chapter 25: Charitable Trusts
Chapter 26: Trusts of Damages
Chapter 27: Trusts for Disabled Beneficiaries
Chapter 28: Governing Law, Place of Administration and Jurisdiction Clauses
Chapter 29: Restricting Rights of Beneficiaries
Chapter 30: Execution of Wills and Trust Documents
Chapter 31: Appointment and Retirement of Trustees
Chapter 32: Indemnities for Trustees
Chapter 33: Family Limited Partnerships
Precedents for Lifetime Trusts
Precedents for Will Trusts
Precedent for Administrative Provisions
NRB discretionary trusts: supplemental documentation
Retirement and appointment of trustees
Appendix 1: STEP Standard Provisions
Appendix 2: Annotated Biography
Appendix 3: Useful Websites
Appendix 4: NRB debt and charge arrangements: tax analysis
Appendix 5: Tax on payment of index linked nil rate sum
Appendix 6: Share of house in trust: CGT Private Residence Relief
Appendix 7: Definitions of “Disabled Person”
Appendix 8: Notes on the Translation of Will Precedents into Welsh
