How to remove a beneficiary

This is dependent upon the relevant rules of the Trust Deed. In most cases, a beneficiary is removed by renunciation (i.e. the beneficiary in writing renounces his/her interest as a beneficiary in the trust) or the trustee makes a declaration that from a certain date the beneficiary will no longer be a beneficiary. Specialist legal advice is required so as to make sure that any resettlement issues do not occur.

Click here for contact details of our Legal Referral Providers.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request