Clarify the deed, roles and ownership mechanics before you put a unit trust in place

It usually helps clarify how the trust is meant to operate, who the trustee will be, how units will be held, and what rights or restrictions should apply between participants. The consultation can also cover distributions, transfers, voting or consent mechanics, and the deed terms needed to reflect the arrangement. This is especially useful where several parties are contributing funds or assets and want their economic interests recorded clearly. The aim is to map the legal structure and document issues early, rather than trying to solve implementation problems after the arrangement is already underway.

It is often used by business owners, investors, families and project participants who want to hold assets through a unit trust or review an existing trust structure. Some clients already know they want a unit trust and need help with the deed and governance points. Others are still comparing structures and want legal input on how a unit trust would work in practice. The service is usually a good fit where focused advice is needed on ownership, control and documentation, rather than a broader end-to-end transaction management role.

Where included for your matter, we can draft or review the unit trust deed, which is the main document setting out how the trust operates. Depending on the arrangement, that may include provisions on trustee powers, unit holdings, transfers, distributions, meetings, voting and other governance mechanics. You may also receive guidance on the roles of the trustee and unitholders and the next legal steps to take. If the structure needs additional side documents or related agreements, we can identify that during the consultation and quote separately if required.

After the consultation, the next step is usually to complete any agreed deed drafting or review and then move to signing and implementation. Depending on the structure, you may also need accounting, administrative or transaction support before the arrangement is fully operational. The consultation is intended to give you a clear legal starting point and show whether the matter is relatively self-contained or part of a larger project. If extra legal work is needed after the call, such as related agreements or amendments, we can scope that as a separate stage.

A single consultation may not be enough where the unit trust is part of a larger transaction, involves multiple participant classes, or needs several related documents to work properly. For example, there may be side arrangements between participants, transfer documents or governance agreements that sit alongside the deed. In those cases, the consultation still plays an important role because it helps identify the legal architecture before more drafting begins. If the matter goes beyond focused advice and deed support, we can explain the next stage and provide a separate fee for that work.

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At Sprintlaw, our pricing is transparent and designed for startups and small businesses. Many one-off legal services, including document drafting and reviews, are provided for a fixed fee with an upfront quote before you proceed.

Prices typically range from £100 to £1,500 depending on the complexity and scope of the work. For ongoing support, Sprintlaw Memberships include options such as legal templates, consultations, a legal helpline and credits for services.

If your project is larger or more complex, we will provide a tailored quote after understanding what you need.

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