An Addendum To Trust Deed is utilized when trustees need to make modifications to an existing trust structure while preserving its core elements. This document is commonly employed in England and Wales when circumstances require updates to trustee powers, investment provisions, or administrative procedures. The addendum must align with both the original trust deed and current trust law requirements. It typically includes specific amendments, confirmations of unchanged provisions, and may require registration with relevant authorities depending on the nature of the changes.
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1. Parties: Identification of existing trustees and any new or retiring trustees
2. Background: Reference to original trust deed, reason for addendum, and current circumstances
3. Definitions: Key terms used in the addendum, including reference to original trust definitions
4. Amendments: Specific changes being made to the original trust deed
5. Confirmation: Statement that all other terms remain unchanged
6. Effective Date: When the amendments take effect
1. Additional Powers: New powers granted to trustees - use when expanding trustee authority
2. Investment Provisions: Modified investment parameters - use when changing investment strategy or powers
3. Beneficiary Modifications: Changes to beneficiary rights or classes - use when altering beneficiary arrangements
1. Schedule of Assets: Updated list of trust assets if relevant to amendments
2. Schedule of Beneficiaries: Updated list of beneficiaries if changed
3. Original Trust Deed: Copy of the original trust deed being amended
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