Trustee Resolutions Pack

Family trustees rarely need a formal meeting for every decision — but every decision still needs a proper paper trail.

This pack of five ready-made written resolutions for England & Wales covers the decisions family trustees actually make: distributions to beneficiaries, investment changes under the Trustee Act 2000, appointing accountants and advisers, banking changes (the exact document your bank will ask for), and loans to beneficiaries. Each comes with a standard header, reasons section, declarations of interest and signature block — plus blunt warnings about the decisions a signed template can't make safe.

• Five fill-in resolutions with statutory references included
• Reasons and conflicts recorded the way HMRC expects
• Bank-ready wording for signatory changes
• Clear "take advice first" boundaries

Instant PDF download. England & Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.