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Secret Trusts

  • Whilst wills are a useful method of outlining one's wishes whilst alive, as to the disposition of one's estate after death, they are not 'secure' documents. By this is meant that they are published for public scrutiny, and can be altered by beneficiaries.

  • To avoid such actions, the testator may wish to execute a secret trust.

  • Such a trust may occur where property is left to someone in a will, having been primed by the testator that, in fact, the property is intended for a different recipient, but whose name must be kept hidden.

  • Provided that the person agrees to pass on the property, this is a perfectly valid trust in equity.

  • Alternatively, the property may be left in trust to someone, without revealing the ultimate destination.

  • Both should be effective if agreed among all parties before making the will.


REMEMBER You should not use any information contained on this page as the basis of any action until you have discussed matters with your financial adviser.


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