How to obtain trust paperwork

Help please. My late dad worked for Barclays and had a trust made with Barclays Bank Trust Company Ltd for his half of his property. He died in 2006 but I now need a copy of the trust as the property is being sold. Nobody in the family has any Trust paperwork or proof that it exists other than that a trust is mentioned in his will. How can I obtain his trust paperwork and what would happen if I couldn’t and the property is sold anyway? I have his will and grant of probate.

Hi V

It is worth looking on Land Registry. There should be some reference to the trust / restriction on the title and hopefully the other trustee’s name (Barclays Trust Co?). Have you asked Barclays for a copy of the trust (you don’t mention that you have)? I would expect them to have something even if only a copy of the original was perhaps given to your father to keep.

I suggest you use a conveyancing solicitor who understands/ deals with trusts on a regular basis.

Good luck


Sara Spencer | Trust Manager

Sara Spencer Ltd, 8 Kingsway, Harrogate, HG1 5NQ

07952 651881 | 01423 524114

Privacy Notice - details of our legal basis for processing your information, retention period for data held, security of your data, your rights under the General Data Protection Regulations (GDPR) including the right to complain can be found in our full Privacy notice

This email and the information contained in it and in any attachments are confidential and may be privileged. If you have received this email in error please notify us immediately. If you are not the intended recipient, you are not authorized to, and must not use, disclose, copy, distribute, retain or rely on this email or any part of it.

Please note that whilst we try to ensure that attachments are virus-free, we cannot accept responsibility for situations where this is not the case.

Any information in this email is advice from the business and not the sender.

Sara Spencer Ltd is a company registered in England, registration number 12304408, registered office 8 Kingsway, Harrogate, HG1 5NQ

Barclays Bank Trust Company was sold to Zedra in 2016.

I suggest you address your enquiry to their Head of Trusts - Peter Skelly (Peter Skelly - ZEDRA) - at their Cheshire office, from which their trust and estate business operates

Paul Saunders FCIB TEP

Independent Trust Consultant

Providing support and advice to fellow professionals

1 Like