Removal of trustees

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A trustee is obligated to demonstrate integrity, transparency, and sincerity towards the trust’s beneficiaries.

Their actions must align with the optimal interests of the trust. Failure in this regard could expose them to the possibility of being dismissed from their role, along with the potential for financial penalties.

What is a removal of trustees?

A removal of trustees refers to the legal process of removing a trustee from their position due to misconduct, incompetence, or breach of fiduciary duty. This process typically involves issuing a claim at court, providing evidence of the trustee’s wrongdoing, and seeking a court order to remove them from their role.

Trustees are bound by principles of transparency, integrity, dedication, and fairness to the trust’s beneficiaries. They must prioritise the trust’s welfare whilst balancing the interests of the beneficiaries; failing which, they face potential removal and associated cost implications.

There are several avenues to pursue a trustee’s removal, contingent on the case’s specifics:

  1. Using a direct provision within the trust agreement.
  2. Invoking Section 36 of the Trustee Act 1925.
  3. Resorting to Section 41 of the Trustee Act 1925 to leverage the Court’s authority.
  4. Application of the Court’s intrinsic powers.
  5. Mandatory retirement driven by a beneficiary’s directive as per Section 19 of the Trusts of Land and Appointment of Trustees Act 1996.
  6. Substituting a trustee who lacks capacity under Section 20 of the aforementioned 1996 Act.
Scott Taylor

Scott Taylor

Partner | Private wealth disputes

01483 464274

Why choose our solicitors to help with removal of trustees?

Here at Moore Barlow, our solicitors have extensive experience in handling complex and sensitive disputes related to the removal of trustees. We understand the importance of protecting your assets and ensuring the proper administration of trusts. With a deep understanding of the legal intricacies surrounding trustee removal, we offer a collaborative and strategic approach to achieve the best possible outcome for you. Trust us to navigate the complexities of trustee removal and safeguard your interests.

How can our solicitors help you remove trustees?

Our lawyers are experts in resolving disputes related to the removal of trustees. We provide tailored advice and representation to individuals and families facing issues with trustees. Our team adopts a proactive approach to achieve the best possible outcome for our clients, whether through negotiation, mediation, or litigation. We understand the sensitivity and emotional impact of these disputes and strive to provide a supportive and empathetic service throughout the process. Trust us to protect your interests and help ensure the proper administration of trusts.

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Removal of trustees – FAQs

Can I remove a trustee from my family trust?

Yes, it is possible to remove a trustee from a family trust. However, the specific process and requirements for doing so may vary, depending on the terms of the trust. It is advisable to consult with an experienced lawyer who specialises in trust and estate law for guidance on how to proceed.

A trustee can be removed from their position for various reasons, including:

  1. Breach of fiduciary duty: If a trustee fails to act in the best interests of the beneficiaries or engages in self-dealing or conflicts of interest, they may be removed.
  2. Mismanagement of trust assets: If a trustee mishandles or mismanages the assets of the trust, resulting in financial loss or harm to the beneficiaries, they can be removed.
  3. Incompetence or incapacity: If a trustee is unable to effectively carry out their duties due to incompetence or incapacity, they may be removed.
  4. Failure to comply with trust terms or legal requirements: If a trustee fails to comply with the terms of the trust document or violates any legal requirements, they can be removed.
  5. Lack of cooperation or communication: If a trustee fails to communicate with beneficiaries or refuses to provide necessary information about the trust, they may be removed.
  6. Conflict of interest: If a trustee has a conflict of interest that affects their ability to impartially administer the trust, they can be removed.
  7. Court order: In some cases, a court may order the removal of a trustee if it determines that it is in the best interests of the beneficiaries.

It is important to note that the specific grounds for removing a trustee may vary depending on the terms of the trust document and other factors. Consulting with an experienced lawyer is advisable to understand the applicable laws.

Removing a trustee from a charity typically requires following the procedures outlined in the charity’s governing documents and relevant laws. This may involve holding a meeting of the board of trustees, providing notice to the trustee in question, and following any specific removal procedures outlined in the governing documents. It is advisable to seek legal advice to ensure compliance with all necessary steps and requirements.

A deed of removal of trustee is a legal document that allows the removal of a trustee from a trust. It outlines the reasons for the removal and transfers the trustee’s responsibilities and assets to a new trustee. This document is used to ensure the smooth transition of trust management and protect the interests of beneficiaries.

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