Like any trust, a unit trust is not a separate legal entity but rather a relationship between the trustee and the beneficiaries called unit holders. The trust deed attaches certain rights to the units of the trust which are held by the beneficiaries. These rights can be of an income or capital nature depending of the class of unit subscribed to by the participant.

These forms of trusts are often referred to as fixed trusts and are most commonly used in joint venture situations. These trusts are designed to permit taxable profits and/or capital to flow through to the individual unit holders.

As with discretionary trusts the trustee can be a person or a company.

Our unit trusts have been drafted by specialist lawyers and are designed to achieve maximum flexibility to suit the varying needs of our clients. We also offer Unfixed Unit Trusts.

In order to establish a unit trust you must provide us with certain information. The information we require is set out in our order form.

Click here to access the order form.

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