The Deed of Beneficial Ownership is essential when there's a need to separate legal and beneficial ownership of assets under English law. It's commonly required for tax planning, asset protection, or complex ownership structures. The deed formally documents who has beneficial entitlement to assets while maintaining different legal ownership. This arrangement must comply with trust law principles and current regulatory requirements, including trust registration under money laundering regulations. The document typically includes detailed provisions about the rights and obligations of both legal and beneficial owners, management of the assets, and any specific conditions of the arrangement.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Details of the legal owner(s) and beneficial owner(s)
2. Background: Context of the arrangement and existing ownership structure
3. Definitions: Key terms used throughout the deed
4. Declaration of Trust: Core declaration establishing beneficial ownership
5. Rights and Obligations: Responsibilities of legal and beneficial owners
6. Duration: Term of the beneficial ownership arrangement
7. Execution: Formal execution blocks meeting deed requirements
1. Property Management: Details of property management provisions when deed relates to real property
2. Corporate Governance: Specific provisions for corporate decision-making when beneficial ownership relates to company shares
3. Tax Provisions: Specific tax treatment agreements when particular tax arrangements need to be documented
1. Schedule 1: Property Details: Detailed description of property/assets subject to beneficial ownership
2. Schedule 2: Ownership Proportions: Breakdown of beneficial ownership percentages if multiple owners
3. Schedule 3: Management Provisions: Detailed management procedures and policies
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Trust Deed Variation
An England & Wales legal document modifying trust terms under the Variation of Trusts Act 1958.
Download
Property Trust Deed
An England & Wales legal document establishing trust arrangements over real property, detailing interests and trustee powers.
Download
Deed Of Trust Note
A legal contract in England & Wales outlining terms for the sale and transfer of property ownership.
Download
Home Equity Conversion Deed Of Trust
A legal document under English and Welsh law that secures a reverse mortgage or equity release arrangement through a trust structure.
Download
Unreleased Deed Of Trust
A legal document under English and Welsh law establishing an active trust arrangement where trustees hold assets for beneficiaries, pending formal release.
Download
Revolving Credit Deed Of Trust
An English law document establishing a trust structure to secure revolving credit facilities, combining lending arrangements with security held in trust.
Download
Note Secured By Deed Of Trust Straight Note
An English law governed secured promissory note utilizing a trust structure to hold security for the benefit of the lender.
Download
Money Trust Deed
A legal document under English law establishing a trust for managing monetary assets and defining trustee powers and beneficiary rights.
Download
Joint Tenancy Deed Of Trust
A legal document under English and Welsh law establishing trust arrangements between joint property owners and defining their rights and responsibilities.
Download
Home Equity Conversion Second Deed Of Trust
A security instrument under English and Welsh law that creates a second charge over property for home equity conversion loans.
Download
Existing First Trust Deed Loan
A legal document under English and Welsh law establishing a first-priority security interest in real property through a trust arrangement.
Download
Deed Of Partial Reconveyance
A legal document under English and Welsh law that releases a specific portion of mortgaged property from the original mortgage security.
Download
Commission Approved Deed Of Trust
A legally binding trust document approved by the Charity Commission under England and Wales law, establishing trustee obligations and beneficiary rights.
Download
Absolute Trust Deed
A legal document under English and Welsh law creating an irrevocable trust arrangement for permanent transfer of assets to beneficiaries.
Download
Trust On Death Deed
A legal document under English and Welsh law that creates a trust taking effect upon death, transferring property to beneficiaries while maintaining settlor's lifetime control.
Download
Deed Of Trust Beneficiary
A legal document under English and Welsh law that establishes beneficiary rights and entitlements within a trust arrangement.
Download
Second Deed Of Trust Promissory Note
A legal instrument under English and Welsh law creating a secondary secured interest in property, combining a promissory note with a deed of trust.
Download
Short Deed Of Trust
A concise legal document under English and Welsh law establishing a trust relationship and defining asset management responsibilities.
Download
Reverse Mortgage Deed Of Trust
An English law deed creating a trust arrangement to secure a reverse mortgage loan, establishing rights and obligations between lender, borrower, and trustee.
Download
Grant Deed To A Revocable Trust
A legal instrument under English and Welsh law used to transfer property into a revocable trust structure, maintaining grantor control while establishing beneficial ownership.
Download
Grant Deed And Deed Of Trust
A legal instrument under English and Welsh law that combines property transfer with trust creation, establishing trustee duties and beneficiary rights.
Download
Future Advance Deed Of Trust
An English law security instrument that enables property-based lending with provision for future advances under the same security arrangement.
Download
Warranty Deed And Deed Of Trust
An English law document combining property transfer warranties with trust establishment provisions.
Download
Deed Of Beneficial Interest
A formal legal document under English and Welsh law establishing beneficial ownership rights where property is legally owned by another party.
Download
Declaration Of Trust Sole Owner
A legal document under English and Welsh law where a sole owner declares they hold assets in trust, establishing terms and beneficiaries.
Download
Quitclaim Deed Irrevocable Trust
A legal instrument under English and Welsh law establishing an irrevocable trust through complete release of property rights from settlor to trustees for beneficiaries' benefit.
Download
Wraparound Deed Of Trust
A legal instrument under English and Welsh law creating a trust arrangement that wraps around existing financing while enabling additional borrowing.
Download
Credit Line Deed Of Trust
An English law document establishing a trust arrangement to secure obligations under a credit facility.
Download
Joint Trust Deed
An English law document establishing a trust arrangement with multiple settlors, defining trustee powers and beneficiary rights.
Download
Deed Of Trust And Security Agreement
An English law document establishing both trust arrangements and security interests over assets, combining asset protection with security rights enforcement.
Download
Pocket Deed Of Trust
A simplified trust deed under English and Welsh law that establishes basic trust arrangements in a condensed format.
Download
Deed Of Advancement Terminating Trust
A legal document under English law that terminates a trust by advancing all assets to beneficiaries.
Download
Partial Claim Deed Of Trust
A legal document under English law establishing a trust relationship over a partial claim, defining trustee powers and beneficiary rights.
Download
Master Deed Of Trust
A legal document under English and Welsh law establishing the framework for managing trust assets and defining the rights and obligations of all parties involved.
Download
Deed Of Beneficial Ownership
A formal English law deed establishing and recording beneficial ownership rights separate from legal title to assets.
Download
Commercial Deed Of Trust
A legal document under English and Welsh law establishing a trust arrangement for commercial purposes, defining trustee powers and beneficiary rights.
Download
Charity Trust Deed
A legal document under English and Welsh law that establishes and governs a charitable trust, defining its purposes and operational framework.
Download
Seller Financed Deed Of Trust
A legal instrument under English law creating a trust arrangement where property sellers finance buyers through a trustee-held security arrangement.
Download
Personal Injury Trust Deed
A legal document under English and Welsh law establishing a trust to manage personal injury compensation while protecting benefit entitlements.
Download
Junior Deed Of Trust
An English law document creating a secondary trust arrangement, defining asset management and beneficiary rights under a subordinate trust structure.
Download
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)