A Declaration of Trust for Shares is commonly used in England and Wales when there's a need to separate legal and beneficial ownership of shares. This might occur in family business succession planning, employee share schemes, or tax planning arrangements. The document specifies how trustees should manage the shares, outlines beneficiaries' rights, and ensures compliance with trust law requirements. It provides clarity and protection for all parties involved and helps prevent future disputes about share ownership and control.
Create a bespoke document in minutes, or upload and review your own.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Key Requirements PROMPT example:
Declaration Of Trust For Shares
"I need a Declaration of Trust for Shares to establish a trust over 5,000 ordinary shares in my family business, with my brother as trustee holding these shares for the benefit of my three children, to be effective from March 1, 2025."
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
1. Parties: Identifies the trustee(s) and beneficiary(ies) with full legal names and addresses
2. Background: Explains the context and purpose of the trust arrangement
3. Definitions: Defines key terms used throughout the document
4. Declaration of Trust: The formal declaration establishing the trust over the shares
5. Trust Terms: Core terms governing how the trust will operate
6. Trustees' Powers: Specific powers granted to trustees regarding the shares
7. Duration of Trust: Period for which the trust will exist
1. Appointment and Removal of Trustees: Process for changing trustees - include if multiple trustees or likely future changes
2. Trustee Remuneration: Terms for paying trustees - include when trustees will be professionally appointed
3. Investment Powers: Specific investment authorities for trustees - include when trust includes active investment management
1. Schedule 1: Share Details: Details of shares held in trust including company name, share class, number of shares
2. Schedule 2: Beneficiaries' Interests: Specific entitlements of different beneficiaries if multiple beneficiaries
3. Schedule 3: Original Share Certificates: Copies of relevant share certificates (if applicable)
Authors
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Trust Revocation Declaration
An England & Wales legal document terminating a trust, detailing asset distribution and compliance with trust law.
find out more
Declaration Of Trust Rental Income Sole Owner
An England & Wales legal document verifying employment details for UK work visa applications.
find out more
Declaration Of Trust For Rental Income
An England & Wales document requesting internal job transfer, detailing current role, target position, and qualifications.
find out more
Declaration Of Revocable Trust
An England & Wales legal form verifying employment details and candidate suitability for informed hiring decisions.
find out more
Declaration Of Bare Trust And Agency Agreement
An England & Wales legal document detailing employment terms, ensuring compliance with the Employment Rights Act 1996.
find out more
Declaration Of Bare Trust
An England & Wales document verifying employment status and income for banking purposes.
find out more
Declaration Of Trust Tenants In Common Unequal Shares
An English law document establishing unequal beneficial interests in co-owned property under a trust arrangement.
find out more
Self Declaration Of Trust
A legal document under English and Welsh law where an individual declares they hold assets on trust for specified beneficiaries.
find out more
Declaration Of Trust Nominee Shareholder
An English law document establishing a trust relationship where a nominee holds shares on behalf of a beneficial owner.
find out more
Declaration Of Trust For Shares
An English law document establishing a trust arrangement for shares, defining the relationship between legal and beneficial owners.
find out more
Declaration Of Trust Tenants In Common
A legal document under English and Welsh law that records beneficial ownership shares between property co-owners as tenants in common.
find out more
Agreement And Declaration Of Trust
A legal document under English and Welsh law establishing a trust arrangement and defining the terms under which trustees manage assets for beneficiaries.
find out more
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s 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
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.
.png)