Declarations of Trust – Co-ownership of properties by unmarried couples

November 10th, 2011 by Elaine Padbury

You may have heard on the news this morning that the Supreme Court have ruled on a case where an unmarried couple owned a property jointly.  Following the breakdown of the relationship, the couple could not agree how much each was entitled to receive. 

After a relationship has broken down, many unmarried couples discover that they have very few rights in relation to property which they own together.  The same may apply where one of them owns the property but the other has contributed to the purchase costs.

The routine conveyancing process deals with the legal formalities for registration of the property in the names of the couple at the Land Registry, but does nothing to reflect the shares in which they contributed to the purchase price, nor the shares in which the eventual sale proceeds should be paid.  If the property is owned as joint tenants or tenants in common without any other clarification, the net sale proceeds would be split equally between the co-owners, regardless of who paid the deposit, who paid the mortgage or the other purchase costs.  

Parents may have contributed to the deposit paid by their child, and would wish to ensure that the money is retained by that child in the event of a breakdown in the relationship.
 
A Declaration of Trust is a statement of interest in an asset, such as a house, which makes it clear how much is owned and by whom. Two or more people may be included – the document could relate, for example, to the purchase of a house by a couple, or by a group of friends. It should clearly set out the agreement between them, including how much of the purchase price was paid by each person and how any proceeds of sale should be split in the event of a breakdown in the relationship or the death of one of the parties.  It would also cover matters such as who has responsibility for the mortgage payments, maintenance and utility costs and so on,

Declarations of Trust are very cost-effective and useful documents.  They may be as simple or as complex as is required in the given situation.  They are not only useful in connection with land, but can be made for any asset.

If you wish to discuss any issues raised in this blog please contact elaine.padbury@parissmith.co.uk

Unmarried cohabiting couples urged by Law Society to seek advice

July 2nd, 2010 by Amanda Scally

Following a recent case where a man who had split up with his cohabiting partner 17 years ago and was awarded a half share in the house they once lived in, even though he had never paid the mortgage, the Law Society has released a statement saying that all unmarried couples are at risk if they don’t plan or prepare for all eventualities when co-habiting or combining assets.

If you are buying a property together it is important to agree in writing each person’s share at the beginning and to record any extra contributions made by one party over the other, for example where one person pays all the deposit.  We can assist by drawing up a simple document showing each party’s share.  This will protect each party in the event that they stop living together, and also in the event of the death of one party, from potential claims by the deceased’s estate.  For more information contact Amanda Scally at Paris Smith.