The Discretionary Trust Evolution: Existing Trends and Future Strategies

Current as of: 7 April 2026.

When was the last time your clients’ trust deeds had a proper review?  

With vesting dates creeping closer, deed issues continuing to surface, and modern structuring strategies gaining traction – now is the time for a closer look. 

In this session, we’ll break down the key trust issues advisers need to have on their radar, from looming vesting concerns and common deed pitfalls to modern structuring trends and smarter ways to review existing trusts. 

Key Takeaways: 

  • The Perpetuity Problem: What to do with a generation of trusts facing expiry. 
  • Structuring Trends to Watch: The latest approaches in trust structuring for asset protection, tax planning, and succession. 
  • Digital Signing Update: What advisers need to know about the current position on electronic execution of deeds. 
  • Deed Issues That Matter: The most common problems found in discretionary trust deeds, and how to mitigate the legal and practical risks they present. 
  • Lineal Descendants Discretionary Trusts: Why more advisers are paying attention to this emerging structuring option. 
  • Managing Existing Trust Risk: How trust reviews and Trust Evolve® can help identify and address issues in existing structures. 
     

You can access the presentation slides here, or watch the webinar recording below.

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