Standard documents

This is a list of all standard documents published by PLC. All standard documents have links to related drafting notes and are regularly updated by PLC editors.

For information on converting PLC standard documents into your firm's style, see PLC Firmstyle (www.practicallaw.com/A30700).

 
Trusts
Bare trust for two or more beneficiaries under 18 (two settlors), with drafting notes
Trustee resolution with drafting notes
Appointing whole trust fund absolutely to several beneficiaries who receive different assets, deed with drafting notes
Trustee indemnity on retirement, deed with drafting notes
Replacing trustees with fewer trustees, without continuing trustees, deed by appointor with drafting notes
Declaration of trust giving entire beneficial interest in life policy to one beneficiary, with drafting notes
Declaration of trust where third party has beneficial interest
Letter of wishes: discretionary will trust (detailed clauses), with drafting notes
Power of attorney (specific) given by trustee to one individual attorney, with drafting notes
Power of attorney (general) given by trustee to two individual attorneys, with drafting notes
Declaration of trust over bank account: tenants in common in equal or unequal shares, with drafting notes
Bare trust for one beneficiary under 18 (one settlor), with drafting notes
Capital gains tax: principal private residence relief: main residence nomination
Power of attorney given by trustee: deed of revocation with drafting notes
Power of attorney (specific) given by trustee to a corporate attorney, with drafting notes
Agreement for a loan from trustees to a beneficiary, with drafting notes
Advancement under statutory power: whole trust fund to one beneficiary with contingent interest, deed with drafting notes
Declaration of trust by individuals as tenants in common (floating shares)
Adding trustees where no replacement, deed by appointor with drafting notes
Power of attorney (specific) given by trustee to two individual attorneys, with drafting notes
Advancement under statutory power: whole trust fund to two or more beneficiaries with contingent interests, deed with drafting notes
Replacing trustees with same number or more, with continuing trustees, deed by trustees with drafting notes
Where am I domiciled for tax purposes? Briefing notes for clients
Bare trust for one beneficiary under 18 (two settlors), with drafting notes
Applying a 100-year perpetuity period to an existing trust, deed with drafting notes
Retiring trustees where no replacement, without consent by appointor, deed with drafting notes
Replacing trustees with fewer trustees, with continuing trustees, deed by trustees with drafting notes
Appointing part of trust fund absolutely to several beneficiaries in equal shares, deed with drafting notes
Replacing trustees with same number or more, without continuing trustees, deed by appointor with drafting notes
Personal injury trust: questionnaire for claimants
Letter to trustees requesting trust information to complete section 2.14 of Form E
Stock transfer form
Declaration of trust by individuals as tenants in common (fixed shares)
Replacing trustees with same number or more, without continuing trustees, deed by trustees with drafting notes
Declaration of trust by individuals to change tenancy in common to joint tenancy
Bare trust for personal injury damages award
Power of attorney (general) given by trustee to corporate attorney, with drafting notes
Offshore trusts: Section 218 notice
Appointing whole trust fund absolutely to several beneficiaries in unequal shares, deed with drafting notes
Letter of wishes: discretionary will trust: charity beneficiaries, with drafting notes
Replacing trustees with fewer trustees, without continuing trustees, deed by trustees with drafting notes
Appointing part of trust fund absolutely to several beneficiaries in unequal shares, deed with drafting notes
Letter of wishes: discretionary trust (simple), with drafting notes
Adding trustees where no replacement, deed by trustees with drafting notes
Bare trust for two or more beneficiaries under 18 (one settlor), with drafting notes
Power of attorney (general) given by trustee to one individual attorney, with drafting notes
Replacing trustees with fewer trustees, with continuing trustees, deed by appointor with drafting notes
Replacing trustees with same number or more, with continuing trustees, deed by appointor with drafting notes
Appointing whole trust fund absolutely to several beneficiaries in equal shares, deed with drafting notes
Appointing part of trust fund absolutely to one beneficiary, deed with drafting notes
Letter of wishes: discretionary will trust (simple), with drafting notes
Appointing whole trust fund absolutely to one beneficiary, deed with drafting notes
Discretionary trust with drafting notes
Appointing part of trust fund absolutely to several beneficiaries who receive different assets, deed with drafting notes
Interest in possession trust, with drafting notes
Trustee minute with drafting notes
Retiring trustees where no replacement, with consent by appointor, deed with drafting notes
Letter serving Form A on settlor or trustees of a settlement in proceedings for financial orders
Power of attorney given by trustee: notice to co-trustees or appointor, with drafting notes
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