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The Complete Guide to Trust Deeds in Scotland

Table of Contents

  1. What is a Trust Deed?
  2. Types of Trust Deeds
  3. Eligibility Criteria
  4. The Trust Deed Process
  5. Protection Status
  6. What Debts Can Be Included?
  7. Assets and Property
  8. Monthly Payments and Contributions
  9. Fees and Costs
  10. Advantages of Trust Deeds
  11. Disadvantages and Risks
  12. Impact on Credit Rating
  13. Employment and Directorship Restrictions
  14. Discharge and Completion
  15. Failure and Consequences
  16. Legal Framework and Oversight
  17. Alternative Debt Solutions
  18. Recent Legislative Changes
  19. How to Apply
  20. Frequently Asked Questions

What is a Trust Deed?

A trust deed is a voluntary, legally binding agreement between you and the people you owe money to (your creditors). It allows you to pay a regular amount of money towards your debts over a fixed period (typically 4 years), with the remainder of your debts being written off at the end.

When one agrees to enter into a trust deed, you take on the responsibilities and obligations of a regular legally binding contract to repay your debt. The arrangement involves transferring your assets to a qualified trustee (an insolvency practitioner) who manages the process on your behalf.

Trust deeds are unique to Scotland and serve as an alternative to bankruptcy (sequestration). Many clients prefer this option over bankruptcy as it is a less formal process.

Key Features:

  • Voluntary arrangement: You choose to enter into the agreement
  • Legal protection: Once protected, creditors cannot take further action
  • Debt write-off: Remaining debts are legally written off after completion
  • Professional management: Administered by a qualified insolvency practitioner
  • Fixed duration: Typically lasts 48 months (4 years)

Types of Trust Deeds

There are two main types of trust deeds in Scotland:

1. Protected Trust Deed (PTD)

A protected trust deed, overseen by the Accountant in Bankruptcy, is a voluntary but formal arrangement that is used by Scottish residents where a debtor grants a trust deed in favor of the trustee which transfers their estate to the trustee for the benefit of creditors.

Key characteristics:

  • Binding on all creditors (even those who object, if protection is achieved)
  • Prevents creditors from taking legal action
  • Provides full legal protection
  • Must meet specific criteria to achieve protected status

2. Unprotected Trust Deed

An unprotected trust deed is not binding for a creditor (company or other) who doesn't agree to the terms.

Key characteristics:

  • Only binding on creditors who agree
  • Non-agreeing creditors can still take action
  • Less secure arrangement
  • Rarely used due to limited protection

Eligibility Criteria

To qualify for a trust deed in Scotland, you must meet several specific criteria:

Basic Requirements:

  1. Residency: Any person wanting to make an application for a protected trust deed must have been a resident of Scotland for at least six months prior to making the application. Trust deeds seeking protection on or after 1 July 2024 will be required to meet more eligibility criteria. Where a trust deed is to be granted by a living individual, that person must have been habitually resident, or had an established place of business, in Scotland at any time in the year preceding the granting of the trust deed.
  2. Minimum debt level: You need to owe at least £5,000 in total to at least two different creditors before you are allowed to apply for a trust deed.
  3. Ability to contribute: You can pay a contribution from income and/or have assets that will enable a return to be made to creditors.
  4. Insolvency: You are insolvent i.e. you are unable to pay your debts as they fall due and/or your liabilities are greater than your assets.
  5. Age requirement: You need to be at least 18 to enter into a Trust Deed. This is because if you're below the age of 18 you typically wouldn't be able to borrow money legally anyway, as you cannot sign credit agreements if you are under the age of 18 in Scotland.

Income Requirements:

You will usually need to have enough income left over after you have paid for essentials (called disposable income) to make a contribution towards your debts. You can't set up a trust deed if your only income is from benefits.

If you want to be referred on to an insolvency practitioner by National Debtline, you will usually need to be able to pay back at least 10p for every £1 you owe to your creditors.


The Trust Deed Process

Step 1: Initial Assessment

  • Consultation with a qualified insolvency practitioner
  • Assessment of your financial situation
  • Evaluation of income to debt ratio
  • Review of all available debt solutions

Step 2: Preparation

Section 167(3) of the Bankruptcy (Scotland) Act 2016 states that trust deeds granted after 20 January 2025 requires the insolvency practitioner to provide the debtor with the following material and adequate time to consider its contents.

You must be given enough time to think about the information and advice before signing a trust deed. This means the trustee must give you at least three working days to review everything.

Step 3: Signing the Agreement

  • Review of all terms and conditions
  • Signing of the trust deed documentation
  • Transfer of assets to the trustee

Step 4: Creditor Notification

The trustee writes to all your creditors enclosing a notice of the trust deed and advising them that it is to become protected.

Step 5: Protection Period

If a creditor wanted to object, it would do so in writing within five weeks of your Trust Deed being proposed.

Step 6: Monthly Payments

  • Begin regular monthly contributions
  • Trustee distributes funds to creditors
  • Ongoing communication with trustee

Protection Status

Achieving Protection

A trust deed can become 'protected' if the majority of creditors are happy with the terms of the trust deed.

Even then, it would only fail if that creditor represented over 33% in the total debt value or over one half in number. If 67% agree with the proposal, then the other creditors will still be legally bound by its terms, even if they object.

Benefits of Protected Status:

By obtaining protected status, this means that none of your creditors can take any further action against you for the recovery of their debts. Upon protection, your creditors are legally bound by the terms of the Trust Deed.

Protection Rates:

It is very rare for a Trust Deed not to be protected with Trust Deed Scotland® and we have one of the best protection rates in our industry, for example, in 2023, we achieved a protection rate of 98.6%.


What Debts Can Be Included?

Unsecured Debts That Can Be Included:

  • Credit cards
  • Personal loans
  • Store cards
  • Bank overdrafts
  • Payday loans
  • Money borrowed from family/friends
  • Utility arrears
  • Council tax arrears (in some cases)
  • Income tax arrears
  • Overdue HMRC bills
  • Unsecured car finance

Debts That CANNOT Be Included:

Some debts cannot be included in a trust deed such as fines, compensation and orders imposed by courts, maintenance due to an ex-spouse for any children under a court order (Not CSA arrears or CMS arrears), or any debts that are secured on your property such as a mortgage or secured loan.

Additional exclusions:

  • Student loans
  • Court fines
  • Criminal penalties
  • TV licence fines
  • Secured loans
  • Hire purchase agreements
  • Debts arising from fraud

Assets and Property

Asset Treatment:

A trust deed transfers your 'assets' (which are valuable things you own) to a trustee so they can be sold to raise money to pay your creditors.

Your Home:

Many people who enter trust deeds are able to keep their homes, but where there is equity, that equity will normally have to be realized to swell the trust deed funds.

If you have equity in your home, you may be required to release some of that equity to contribute to your Trust Deed. This typically involves remortgaging your property or making additional payments.

Protected Assets:

You will normally be allowed to keep items you need for day-to-day living, such as clothes, furniture, household linens, floor covering, anything used for cooking or cleaning, educational items and children's toys. You can also keep any tools you need for your trade, up to the value of £1,000.

Vehicle:

In most cases, you can keep your car if:

  • It's essential for work or family needs
  • Its value is reasonable for your circumstances
  • You're keeping up with any finance payments

Monthly Payments and Contributions

Payment Calculation:

Your Trust Deed monthly payments are calculated using your disposable income. Your disposable income is a figure based on a deduction of your essential living costs that are offset against your income.

Essential Living Costs Include:

  • Mortgage or rent payments
  • Council tax
  • Utility bills
  • Food and household expenses
  • Transport costs
  • Childcare expenses
  • Insurance premiums
  • Reasonable lifestyle costs

Payment Changes:

Where, however, you experience a change in circumstances during your trust deed, such as unemployment, the trustee should review your finances to assess what is an appropriate level of contribution. This may mean you will only have to pay a reduced contribution or no contribution. Likewise, if during a trust deed your circumstances improve, one may be required to pay an increased monthly contribution.

Payment Duration:

Trust Deeds work by transferring your assets to the Trustee and by you making a single, affordable monthly payment from your income for a minimum period of 48 months.


Fees and Costs

No Upfront Costs:

There should be no upfront costs for setting up a Trust Deed. Instead, your Trustee deducts their fees from your contributions over the duration of the Trust Deed which would normally last 48 months.

Fee Structure:

The insolvency practitioner will become the trustee for your trust deed. They will charge you a fee for setting up and running the trust deed. They are not allowed to charge their fees at an hourly rate. Instead they have to charge a single, fixed, upfront fee plus a percentage of the assets that they gather in as part of the running of the trust deed.

Typical Fees:

The trustee will charge fees for setting up and administering your trust deed. The fees are usually about £4,000 or more.

Fee Oversight:

Your trustee's fees can be checked by the 'Accountant in Bankruptcy' (AiB). The AiB can check that the work you have been charged for was necessary and that it was recorded properly.


Advantages of Trust Deeds

Financial Benefits:

  1. Debt Write-off: The unsecured creditors receive payment from the funds received into the Protected Trust Deed and will write off their remaining debt at the end of the Trust Deed period.
  2. Frozen Interest: As long as you keep to the terms of your trust deed no further interest can be added to the debt and the debt you owe them is 'frozen'.
  3. Affordable Payments: Monthly payments based on what you can realistically afford
  4. Single Payment: All debts consolidated into one manageable payment

Legal Protection:

  1. Creditor Protection: The main advantage of entering into a trust deed is that all correspondence is directed to the trustee, who handles all of the communication with the creditors.
  2. No Court Involvement: There is no court involvement, unless the debtor refuses to cooperate with the trustee.
  3. Stop Enforcement: The arrangement is likely to lessen issues from creditors while all the associated interest and charges from unsecured debts (in the trust deed) are frozen.

Practical Benefits:

  • Professional management of debts
  • Reduced stress and harassment
  • Clear end date
  • Ability to keep essential assets
  • Alternative to bankruptcy

Disadvantages and Risks

Credit Impact:

Your credit rating will be affected and this might make it more difficult to get credit again in the future if you need it. When entering a trust deed a default will be placed on the debtor's credit file which will last for six years.

Public Record:

All protected trust deeds that fall under the Court of Session and within the territorial jurisdiction of Scotland are advertised as a public record in the AiB Register.

Employment Restrictions:

Some people are unable to sign a trust deed because of their contract of employment states they cannot enter an insolvency solution.

You cannot continue to be the director of a limited company unless your trustee agrees and unless the rules of the limited company allow you to enter into a trust deed.

Financial Restrictions:

While in the protected trust deed, a person may not incur debt of more than £500.

Risk of Failure:

Only creditors who agree to the terms of a trust deed are bound by it. This means that creditors who do not agree could still try to take further action against you, such as applying to make you bankrupt.

Asset Risks:

  • Potential loss of home equity
  • Restriction on certain assets
  • Trustee control over valuable possessions

Other Disadvantages:

  • Heavy penalties can accrue for missing a payment
  • Taking out future debts becomes difficult
  • EU debts may not be covered
  • Ongoing scrutiny of finances

Impact on Credit Rating

Duration of Impact:

As with all formal debt solutions in Scotland, one of the main disadvantages for you will be how it affects your credit rating. Entering into a Scottish debt solution will affect your credit rating for six years from the date the solution begins.

Credit File Markers:

  • Default notices on included debts
  • Trust deed marker
  • Satisfied/partial settlement markers
  • Register of Insolvencies entry

Future Credit Access:

If your Trust Deed is approved, you might face higher interest rates due to the perceived risk associated with your credit history.

Recovery Process:

However, this impact is not permanent. With responsible financial management and the successful completion of your Trust Deed, you will be able to move on from the debts included in your arrangement, and your credit rating will gradually improve.


Employment and Directorship Restrictions

Company Directors:

Trust deeds can prevent you from:

  • Acting as a company director (unless trustee agrees)
  • Holding certain professional positions
  • Working in financial services roles

Employment Contracts:

Some employment contracts specifically prohibit entering insolvency procedures. You should:

  • Check your employment contract
  • Discuss with HR if necessary
  • Seek alternative solutions if prohibited

Professional Licenses:

Certain professionals may face restrictions:

  • Solicitors
  • Accountants
  • Financial advisors
  • Licensed professionals

Discharge and Completion

Successful Completion:

When you have fulfilled all obligations in terms of your Trust Deed i.e. paid all contributions/complied with your Trustee, then you will be discharged from any debt incurred prior to signing the Trust Deed.

Debt Write-off:

Any remaining unsecured debt (other than those excluded) in your Trust Deed will be written off. We will carry out the required statutory procedures to conclude your Trust Deed and you will then be formally discharged from your Trust Deed.

Discharge Certificate:

A statutory form confirming your discharge will be sent to you.

Timeline:

After a minimum of four years the remainder of the debt can be written off.

Post-Discharge Benefits:

  • Legal freedom from included debts
  • No further payments required
  • Creditors cannot pursue written-off debts
  • Fresh financial start

Failure and Consequences

Reasons for Failure:

  1. Missing Payments: If your trust deed was set up on or after 28 November 2013 and you miss at least two payments, your trustee can take future payments directly from your earnings
  2. Non-cooperation: If you do not cooperate with the trustee, they can try to make you bankrupt.
  3. Breach of Terms: Failing to meet agreed obligations

Consequences of Failure:

As per Section 2 of the Bankruptcy (Scotland) Act 2016 your Trustee could petition for your bankruptcy.

Trustee Powers:

  • Earnings arrestment
  • Bankruptcy petition
  • Refusal to discharge

Prevention Strategies:

Communicating openly with your Trustee is essential to mitigate the risk of your Trust Deed failing. If you ever feel that you might be unable to meet a monthly payment, you should contact your Insolvency Practitioner immediately.


Legal Framework and Oversight

Primary Legislation:

  • Bankruptcy (Scotland) Act 2016
  • Bankruptcy (Scotland) Act 1985 (for older cases)
  • Protected Trust Deeds (Miscellaneous Amendment) (Scotland) Regulations 2024

Regulatory Body:

The Accountant in Bankruptcy (AiB) is responsible for personal insolvency issues in Scotland.

AiB Powers:

They have the power to prevent your trust deed from becoming protected, for example if your outgoings on essentials are much higher than you need.

Trustee Qualifications:

The trustee must be a person who is qualified to act as an insolvency practitioner. Rules on the qualifications of insolvency practitioner are set out in Section 390 of the Insolvency Act 1986.

Oversight Systems:

  • ASTRA (online case management system)
  • Register of Insolvencies
  • Regular reporting requirements
  • Compliance monitoring

Alternative Debt Solutions

1. Debt Arrangement Scheme (DAS)

A debt payment programme under the Debt Arrangement Scheme (DAS) - this may suit you if you can afford to pay off your debts in full from your disposable income in less than 4 years.

Features:

  • Pays debts in full
  • No asset involvement
  • Freezes interest and charges
  • Flexible payment terms

2. Bankruptcy (Sequestration)

Bankruptcy (called sequestration in Scotland) – this may suit you if your financial situation has become intolerable because you can't pay your debts as they fall due.

Types:

  • Standard Bankruptcy: You can apply for standard bankruptcy if you have debts of £3,000 or more.
  • Minimal Assets Process (MAP): You can apply for 'Minimal Assets Process' (MAP) bankruptcy if you have debts of £1,500 or more and you have little or no disposable income or assets that can be used to raise money.

3. Informal Arrangements

  • Direct negotiation with creditors
  • Debt management plans
  • Payment holidays
  • Reduced payment agreements

Recent Legislative Changes

July 2024 Changes:

Trust deeds seeking protection on or after 1 July 2024 (even if granted before that date) will be required to meet more eligibility criteria. This is to ensure that only those with a connection to Scotland can access the PTD regime, with the aim of restricting debt relief tourism.

January 2025 Changes:

Section 167(3) of the Bankruptcy (Scotland) Act 2016 states that trust deeds granted after 20 January 2025 requires the insolvency practitioner to provide the debtor with the following material and adequate time to consider its contents.

Updated Guidance:

Updated to take into account The Protected Trust Deeds (Miscellaneous Amendment) (Scotland) Regulations 2024 which came into force on the 1st July 2024. New additions to the guidance includes: Removal of protected status of a trust deed and a review process, Debtor discharge due to extenuating circumstances prior to the 48 month minimum term and Trustee refusal of debtor discharge process.


How to Apply

Step 1: Free Debt Advice

  • Contact a qualified debt advisor
  • Comprehensive financial assessment
  • Discussion of all available options
  • No obligation consultation

Step 2: Choose a Trustee

  • Research insolvency practitioners
  • Compare fees and services
  • Check qualifications and experience
  • Consider local vs. national providers

Step 3: Prepare Documentation

  • Complete financial statement
  • Gather debt information
  • Collect asset valuations
  • Prepare income/expenditure details

Step 4: Submit Proposal

  • Review terms and conditions
  • Sign trust deed documentation
  • Allow 3+ working days for consideration
  • Confirm understanding of obligations

Step 5: Creditor Process

  • Trustee notifies creditors
  • 5-week objection period
  • Protection status determination
  • Begin monthly payments

Frequently Asked Questions

Q: How long does a trust deed last?

A: Trust Deeds work by making a single, affordable monthly payment from your income for a minimum period of 48 months. Most trust deeds last exactly 4 years (48 months).

Q: Will I lose my home?

A: Many people who enter trust deeds are able to keep their homes, but where there is equity, that equity will normally have to be realized. You may need to remortgage or make additional payments to release equity.

Q: Can I get credit during a trust deed?

A: While in the protected trust deed, a person may not incur debt of more than £500. A common misconception is that credit can continue to be used while in a trust deed, however, this could result in criminal charges.

Q: What happens to joint debts?

A: Entering into Trust Deeds will not affect your partner or spouse unless you have joint debt together. Joint debts require both parties to address their liability.

Q: Can I be made bankrupt if I have a trust deed?

A: As per Section 2 of the Bankruptcy (Scotland) Act 2016 your Trustee could petition for your bankruptcy if you fail to comply with the trust deed terms.

Q: How much of my debt will be written off?

A: The expected debt write-off figure of up to 70% is based on 1,671 Protected Trust Deeds currently administered by Trust Deed Scotland® and protected between 1 January 2023 and December 31 2023. Individual results vary based on circumstances.

Q: Will my employer know about my trust deed?

A: Trust deeds are public records, but Unless someone is specifically checking the Registers to find out if you have been declared bankrupt or are doing a DAS, it is unlikely that the information will be accessed by the general public. However, some employment contracts may require disclosure.

Q: Can I travel abroad during a trust deed?

A: Generally yes, but you should inform your trustee of extended travel plans and ensure you can maintain your monthly payments.

Q: What if my circumstances change during the trust deed?

A: Where you experience a change in circumstances during your trust deed, such as unemployment, the trustee should review your finances to assess what is an appropriate level of contribution. Payments can be adjusted up or down based on changing circumstances.

Q: Are there any debts that cannot be included?

A: Yes, some debts cannot be included in a trust deed such as fines, compensation and orders imposed by courts, maintenance due to an ex-spouse for any children under a court order, or any debts that are secured on your property such as a mortgage or secured loan.


Conclusion

Trust deeds represent a significant debt solution for Scottish residents struggling with unaffordable unsecured debt. While they offer substantial benefits including debt write-off, legal protection, and affordable payment plans, they also carry important consequences including credit rating impact, asset considerations, and public record entries.

The decision to enter a trust deed should be made after careful consideration of all available options and with full understanding of both the benefits and drawbacks. Professional advice from a qualified insolvency practitioner is essential to determine whether a trust deed is the most appropriate solution for your specific circumstances.

With recent legislative changes strengthening the framework and improving consumer protection, trust deeds continue to provide an effective alternative to bankruptcy for thousands of Scottish residents each year, offering a structured path toward financial recovery and a fresh start.


Additional Resources

For more information about trust deeds in Scotland and professional debt advice services, you may find this resource helpful:

Trust Deed Scotland - Carrington Dean


This guide is for informational purposes only and should not be considered as financial or legal advice. Always consult with a qualified professional before making decisions about debt solutions.

Content is user-generated and unverified.
    Complete Guide to Trust Deeds in Scotland | Claude