Q&As

What action could a life tenant of a share of a trust fund take in order to transfer her life interest to her children?

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Published by a ½Û×ÓÊÓƵ Private Client expert
Published on: 11 June 2025
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It is assumed that:

  1. •

    the life tenant's children (or the children of each life tenant respectively) are the remainder beneficiaries of the relevant share of the trust fund

  2. •

    the remainder beneficiaries are not minors

Subject to any restrictions set out in the trust deed or in relevant legislation, for example section 33 of the Trustee Act 1925, the life tenant could transfer his or her life interest to his or her children by either executing a deed of assignment of his or her beneficial interest in the trust property or executing a deed of release

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Jurisdiction(s):
United Kingdom

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