Jurisdiction(s):
United Kingdom

Related legal acts

Key definition

Settlor definition

What does Settlor mean? A settlor is the person or entity that creates a trust, either by transferring property to trustees or by declaring that property is held on trust. In practice, the settlor settles the trust deed (or settlement), sets the trust terms, appoints the initial trustees, and identifies the beneficiaries (or, where permitted, the purposes). The settlor may add further assets and may reserve limited powers (for example, to appoint or remove trustees or to amend), subject to validity and tax consequences. Usage is broadly consistent across England and Wales, Northern Ireland and Ireland. In Scots law the creator of a trust...

Bare Trust Deed (England and Wales): beneficiary absolutely entitled; s31 Trustee Act 1925 excluded; s32 applies; STEP Standard Provisions (3rd ed) with specified exclusions; settlor’s power to appoint trustees

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Precedents

This TRUST is executed on [ insert date ]

Parties

[ insert Settlor ] of [ insert address ] (the Settlor); and
[ original trustee ] of [ insert address ] and [ original trustee ] of [ insert address ] (the Original Trustees)

Background

The Settlor intends to establish this Trust for the benefit of [ insert Beneficiary’s name ] (the Beneficiary)
The Settlor has conveyed to the Trustees [ insert details of property transferred ] to be held on the bare...

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Web page updated on 22/05/2026

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