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Trust deeds, checked as carefully as your wills

Discretionary, Life Interest, Vulnerable Person's, Bereaved Minor's, Pilot, Loan and more, each with structural checks and IHT regime flagging.

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At a glance
  • Discretionary, Bare, Life InterestCore trust shapes
  • Vulnerable Person's, Bereaved Minor's, 18-25Statutory beneficiary trusts
  • Pilot, Loan, Protective, Charitable, +7 moreSpecialist & planning trusts

The work this supports

Trust deeds, IHT regime flagged

Discretionary, life interest, bare and more, with the IHT regime flagged.

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Checks and limitations

Checks depend on the answers recorded and the supported rules for this document. They do not establish that every legal issue has been identified. Your firm must check the facts, the output and the steps needed for execution or submission.

Azmora supports England and Wales. It provides software, rather than legal advice.

Trusts remain in the current legal-review queue. Assess suitability before using an output on a client matter.

Trusts - questions

Do Trusts need special licensing or sign-off?
No. Trusts are not a reserved legal activity, the same as wills and LPAs. Probate is different. Preparing probate papers for a fee is a reserved legal activity, so your firm must be authorised by an approved regulator.
Does a trust still need registering with HMRC's Trust Registration Service?
Yes, for most trust types - that's a statutory filing requirement independent of how the trust deed is drafted. Azmora gets the deed to a correctly executed state; TRS registration is a separate step the trustees complete.

Page updated 2 November 2026.

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