Trust structures set up decades ago often struggle to keep pace with today’s legal and practical realities. As beneficiary needs shift, tax and regulatory landscapes evolve, and asset types diversify, trustees can find themselves constrained by outdated or inflexible trust provisions.

This webinar will explore why trust variations are carried out today, along with the legal and practical avenues available for varying trust terms, whether through express powers, general trustee powers, or court intervention. It will also examine common pitfalls, modern drafting practices, and how to futureproof trusts through thoughtful variation.

The session will help you navigate the tools available to adapt trusts to meet contemporary demands.

Learning Outcomes

Learning Outcomes

• Gain a better understanding of why you may need to vary 
• Gain insights into how to go about varying a trust deed
• Get to grips with limitations on exercising the power to vary
• Learn about some common variations
• Benefit from some helpful drafting tips
• Become better informed on issues involving varying trust deeds

Who Should Attend?

General practitioners and practitioners specialising in trust law.

Presenter

Richard Broad, Principal Owner, Richard Broad Legal