Deed of Trust Online Instruction


 
 
SAM Reference:
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Client Details



Current Home Address



Deed Details

Are you a legal owner of the property?
A legal owner is named on the title at the Land Reg.
Are you a beneficial owner of the property?
A beneficial owner does not need to be a legal owner.

This is a fixed percentage that doesn't change.

You return the deposit/current equity in the property as it was at the date of signing the deed and then return any gain or loss by a fixed percentage.

Floating or variable shares change over time based on your financial contributions toward the property. This form should not be used for floating deeds, so please use our specific Floating Deed of Trust form.

Owners are changing from Tenants in Common to Joint Tenants.

Add Party ( )
Property to Have Deed On
Attach Documents

You can attach a scanned .PDF or a .JPEG.


  • 1Proof of Photo ID

Attach a copy of your current valid passport or driving licence for all parties.


  • 2 Proof of Address

2 scanned copies of your home address (from 2 different companies). You can use a utility/mobile bill, formal notice like an HMRC letter, council tax or bank statement no older than 3 months - we don't accept anything else ).

Terms & Conditions
SAM Conveyancing
19 Silwood Road
Ascot
Berkshire
SL5 0PY
 
T: 0207 112 5388
 


Who is my Solicitor?
 
The service is undertaken by one of our panel solicitors. By accepting these terms you consent to us providing them with your personal details to provide the service to you. We will tell you who we have paired you with, after you instruct. The solicitors will provide you with their own Terms and Conditions following your completion of this form.

Scope of work

Included within the deed:
  • Declaration of trust confirming how the beneficial interest is held between the joint owners. In our standard deed, you can either hold the beneficial interest in a fixed share, for example, 50:50 or you can be repaid the equity/deposit you paid and then share and gain or loss in a fixed share, for example, 50:50. If you want to share income based on contributions to the property over the life of the ownership then look at our Floating Deed of Trust
  • Lists the names of all legal and beneficial owners
  • Explains how to share rental income
  • Mechanism for transferring beneficial interest between parties
  • States the individual contributions towards outgoings
  • Maintenance obligations
  • Explains how to sell the property in the future
 
This is a standard document drafted by a solicitor that includes clauses as stated above. If you wish to add any additional clauses or tailor the deed then our solicitor can help and will agree an additional fee with you for doing this. We will charge extra for Material changes to the original intentions. We will draft the deed of trust based on your intentions and offer one free revision. Should you look to change your intentions, supply incorrect details or you require a bespoke service then our solicitor will charge for this work on an hourly basis.
 
Points to Note:
  • The deed cannot be backdated.
  • This scope does not include registration of any notices or restrictions at HM Land Registry unless you have paid for the service to register a restriction. If you wish to instruct us to do that, please get in touch.
  • The title to the legal estate will not change. Depending on the revisions made, it may only be the entitlement to the beneficial estate that will change. However, as one of the Parties may acquire an interest in land, stamp duty land tax (SDLT) or land transaction tax (LTT) will be payable by reference to any chargeable consideration given for it. You are required by law to declare and pay any stamp duty land tax applicable to the transaction. You should therefore speak to a specialist tax adviser before instructing the Deed. Parachute Law are not specialists in tax law and cannot give you tax advice.



PLEASE READ THESE WEBSITE TERMS AND CONDITIONS OF USE CAREFULLY BEFORE USING THIS WEBSITE.


  • 1
    What's in These Terms?


1.1. These terms tell you the rules for using our website www.samconveyancing.co.uk (our Site).

1.2. By using our Site, you confirm that you accept these terms and that you agree to comply with them. If you do not agree to these terms, you must not use our Site. You may wish to print or save a copy of these terms for future reference.



  • 2
    Service Provider


2.1. www.samconveyancing.co.uk is a site operated by SAM Conveyancing (a trading name/style of Share a Mortgage Ltd company registered in England and Wales under company number 08798475) (We, Us or Share a Mortgage). We have our registered office at 19 Silwood Road, Ascot, Berkshire, England, SL5 0PY.

2.2. To contact us, please email help@samconveyancing.co.uk or telephone our customer service line on 0333 344 3234.

2.3. The introduced services through our website are provided by trained and regulated service providers (Service Providers). We introduce you to a select panel of Service Providers who you can choose to contract to perform the service for you. Please read the Terms and Conditions for each Service Provider as follows:

2.4. These Website Terms and Conditions and the Service Providers’ Terms and Conditions constitute the entire agreement between you and Us, and it supersedes all prior or contemporaneous communications and proposals, whether electronic, oral, or written.

2.5. We assume no responsibility or liability for any of the products or services provided by the Service Providers listed on this Site or introduced by Share a Mortgage.

2.6. Should you decide to appoint any of the Service Providers to work for you; the contract will be directly between you and the Service Provider on their terms and conditions. Share a Mortgage has no contractual involvement and will not be liable in contract, tort, or otherwise for the products and services provided to you by these organisations.



  • 3
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  • 4
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  • 5
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  • 7
    We May Transfer This Agreement To Someone Else


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  • 8
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  • 9
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  • 11
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  • 12
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  • 13
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  • 14
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14.2. The provisions in this clause should be treated as an express reservation of our rights in this regard, including for the purposes of Article 4(3) of the Digital Copyright Directive ((EU) 2019/790).



  • 15
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  • 16
    Refund Policy


16.1. When buying Content or documents from Us, the service is provided in full to you at the point the Content/document is made available to you via email, download or post.

16.2. You have the right to cancel your instructions to purchase Content or documents under Distance Selling Regulations 2000 any time up until you receive the Content or documents via email, download or post and a full refund will be issued to you without any deductions.

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  • 17
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If you are a consumer user:

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  • 18
    How We May Use Your Personal Information


18.1. We will only use your personal information as set out in our Data Protection and Privacy Policy.



  • 19
    General


19.1. If you are a consumer, please note that these terms of service, their subject matter and their formation, are governed by English law. We both agree that the courts of England and Wales will have exclusive jurisdiction.

19.2. If you are a business, these terms of service, their subject matter and their formation (and any non-contractual disputes or claims) are governed by English law. We both agree to the exclusive jurisdiction of the courts of England and Wales.



  • 20
    How to Make a Complaint


20.1. We hope you never need to, however if you ever feel the service provided by Share a Mortgage falls below what you expected then please email: help@samconveyancing.co.uk.

20.2. Within your email confirm the parts of the service that you felt weren't good enough and what you would have expected from the Share a Mortgage team. We will aim to handle any complaint as quickly as possible, which could be the same day, but at the latest within 10 working days.

20.3. If your complaint is about a Service Provider, such as a solicitor, surveyor, or mortgage broker, then please see the complaints procedure in the terms above.

20.4. Share a Mortgage does not provide legal, surveyor or mortgage services, so any complaint relating to those services is with the Service Provider.



Accepting our Terms of Business
 
By ticking the checkbox "I Agree to the Terms & Conditions" in our online forms, you are accepting these terms of service. If terms received by email, then please email help@samconveyancing.co.uk stating "I Agree to the Terms & Conditions".

 

Updated: 06 June 2023


Fixed Fee
Basic Deed of Trust

£0.00
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What happens next?


  • 1 We will review the information you sent.
  • 2 The solicitor will draft your deed.
  • 3 You can the revise the first draft. We offer one free revision.

For now just sit back and we'll get in contact.

Bank card with green checkmark over phone icon illustrating successful online payment. Instruct SAM Conveyancing to draft a basic Deed of Trust

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What happens after you instruct?

    1
    We will review the information you sent.
    2
    A solicitor will draft your deed.
    3
    You can then revise the first draft. We offer one free revision.
 
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