Chapter 2E+WTrusts
F1212Special trustees for a university hospital or teaching hospitalE+W
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Textual Amendments
F1S. 212 omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), ss. 1(1)(b), 5(1); S.I. 2021/712, reg. 3(a)
213Transfers of trust propertyE+W
(1)The Secretary of State may, having regard to any change or proposed change—
(a)in the arrangements for the administration of a hospital or other establishment or facility, or
(b)in the area or functions of any NHS body other than an NHS foundation trust,
by order provide for the transfer of any trust property from any relevant health service body to any other relevant health service body.
(2)In this section “relevant health service body” means—
(a)an NHS body,
(b)[F2Welsh] special trustees, or
(c)trustees for F3... F4... an NHS trust F3....
(3)Where property is transferred by an order under this section to two or more bodies, it must be apportioned by them in such proportions as they may agree, or as may in default of agreement be determined by the Secretary of State, and the order may provide for the way in which the property must be apportioned.
(4)Where property is so apportioned, the Secretary of State may by order make any consequential amendments of the trust instrument relating to the property.
(5)In this section [F5“Welsh special trustees” means] special trustees within the meaning of section 160 of the National Health Service (Wales) Act 2006 (c. 42).
Textual Amendments
F2Word in s. 213(2)(b) inserted (17.6.2021) by NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 2(a)(i); S.I. 2021/712, reg. 3(c)
F3Words in s. 213(2)(c) omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 2(a)(ii); S.I. 2021/712, reg. 3(c)
F4Words in s. 213(2)(c) omitted (1.4.2013) by virtue of Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 109(b); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F5Words in s. 213(5) substituted (17.6.2021) by NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 2(b); S.I. 2021/712, reg. 3(c)
214Transfer of functions and property to or from [F6Welsh] special trusteesE+W
(1)If it appears to the Secretary of State at any time that all the functions of any [F7Welsh special trustees] should be discharged by [F8the Board, a clinical commissioning group,] F9... an NHS trust, a Special Health Authority or an NHS foundation trust, he may by order provide for the transfer of all trust property from the [F7Welsh special trustees] to the body or, in such proportions as may be specified in the order, to those bodies.
(2)Before acting under subsection (1) the Secretary of State must consult the [F7Welsh special trustees] and other bodies concerned.
(3)If it appears to the Secretary of State at any time that—
(a)the functions of any [F7Welsh special trustees] should be discharged by the trustees for F10... F11... an NHS trust F10... (“the trustees of the body”), or
(b)the functions of the trustees of the body should be discharged by [F7Welsh special trustees],
he may, after consulting the [F7Welsh special trustees] and the trustees of the body, by order provide for the transfer of all trust property from the [F7Welsh special trustees] to the trustees of the body, or from the trustees of the body to the [F7Welsh special trustees].
(4)Where property is transferred by an order under this section to two or more bodies, it must be apportioned by them in such proportions as they may agree, or as may in default of agreement be determined by the Secretary of State, and the order may provide for the way in which the property must be apportioned.
(5)Where property is so apportioned, the Secretary of State may by order make any consequential amendments of the trust instrument relating to the property.
(6)[F12“Welsh special trustees” means] special trustees within the meaning of section 160 of the National Health Service (Wales) Act 2006.
Textual Amendments
F6Word in s. 214 heading inserted (17.6.2021) by NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 3(a); S.I. 2021/712, reg. 3(c)
F7Words in s. 214(1)-(3) substituted (17.6.2021) by NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 3(b); S.I. 2021/712, reg. 3(c)
F8Words in s. 214(1) inserted (1.10.2012) by Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 110(2)(a); S.I. 2012/1831, art. 2(2)
F9Words in s. 214(1) omitted (1.4.2013) by virtue of Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 110(2)(b); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F10Words in s. 214(3)(a) omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 3(c); S.I. 2021/712, reg. 3(c)
F11Words in s. 214(3)(a) omitted (1.4.2013) by virtue of Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 110(3)(b); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F12Words in s. 214(6) substituted (17.6.2021) by NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 3(d); S.I. 2021/712, reg. 3(c)
215Trustees and property under section 222E+W
F13(1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F13(2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(3)Subsection (4) applies where property is given in pursuance of section 222—
F14(za). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F15(zb). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F16(a). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(b)on trust for any purposes of an NHS trust for which trustees have been appointed under paragraph 10 of Schedule 4, or paragraph 10 of Schedule 3 to the National Health Service (Wales) Act 2006 (c. 42), F17...
F17(c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(4)Where this subsection applies and the trustees and [F18the Board, clinical commissioning group,] F19... NHS trust or NHS foundation trust agree, the property may be held, administered and applied by the trustees instead of by [F20the Board, clinical commissioning group,] F19... NHS trust or NHS foundation trust.
(5)Property given in pursuance of section 222 on trust may be transferred by order of the Secretary of State under section 213 or 214 in the same circumstances as other trust property may be transferred under either of those sections.
Textual Amendments
F13S. 215(1)(2) omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 4(a); S.I. 2021/712, reg. 3(c)
F14S. 215(3)(za) omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 4(b)(i); S.I. 2021/712, reg. 3(c)
F15S. 215(3)(zb) omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 4(b)(i); S.I. 2021/712, reg. 3(c)
F16S. 215(3)(a) omitted (1.4.2013) by virtue of Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 111(3)(b); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F17S. 215(3)(c) and word omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 4(b)(i); S.I. 2021/712, reg. 3(c)
F18Words in s. 215(4) inserted (1.10.2012) by Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 111(4)(a); S.I. 2012/1831, art. 2(2)
F19Words in s. 215(4) omitted (1.4.2013) by virtue of Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 111(4)(b); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F20Words in s. 215(4) inserted (1.10.2012) by Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 111(4)(c); S.I. 2012/1831, art. 2(2)
216Application of trust property: further provisionsE+W
(1)Any discretion given by a trust instrument to the trustees of property transferred under—
(a)section 24 of the National Health Service Reorganisation Act 1973 (c. 32) (transfer of trust property from abolished authorities),
(b)section 25 of that Act (transfer of trust property held for health services by local health authorities),
(c)section 92 of the National Health Service Act 1977 (c. 49) (further transfers of trust property), or
(d)section 213 or 214 of this Act,
is exercisable by the person to whom the property is so transferred and, subject to this section, the transfer does not affect the trusts on which the property is held.
(2)Where—
(a)property has been transferred under section 24 of the National Health Service Reorganisation Act 1973, or section 92 of the National Health Service Act 1977, and
(b)any discretion is given by a trust instrument to the trustees to apply the property, or income arising from the property, to such hospital services (including research) as the trustees consider appropriate without any restriction on the kinds of hospital services and without any restriction to one or more specified hospitals,
the discretion is enlarged so as to allow the application of the property or of the income arising from the property, to such extent as the trustees consider appropriate, for any other part of the health service associated with any hospital.
(3)Subsection (2) applies on any subsequent transfer of the property under section 213 or 214 [F21of this Act or section 300 or 302 of the Health and Social Care Act 2012].
Textual Amendments
F21Words in s. 216(3) inserted (1.7.2012) by Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 112; S.I. 2012/1319, art. 2(3)
217Trusts: supplementary provisionsE+W
(1)This section applies in relation to—
F22(a). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(b)sections [F23213 and] 214,
(c)section 216,
(d)section 218,
(e)section 220,
F24(ea). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F25(eb). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F26(f). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F27(g). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(h)paragraph 10 of Schedule 4, and
(i)[F28paragraph 8] of Schedule 6.
(2)A provision—
(a)contained in a provision to which this section applies,
(b)for the transfer of any property,
includes provision for the transfer of any rights and liabilities arising from that property.
(3)Where a transfer of property by virtue of a provision to which this section applies is of, or includes—
(a)land held on lease from a third party, or
(b)any other asset leased or hired from a third party or in which a third party has an interest,
the transfer is binding on the third party notwithstanding that, apart from this subsection, it would have required his consent or concurrence.
(4)“Third party” means a person other than the Secretary of State or an NHS body.
(5)Nothing in a provision to which this section applies affects any power of Her Majesty, [F29the court (as defined in the Charities Act 2011)] or any other person, to alter the trusts of any charity.
(6)Nothing in section 12 of the Finance Act 1895 (c. 16) (which requires certain Acts and certain instruments relating to the vesting of property by virtue of an Act to be stamped as conveyances on sale) applies to—
(a)a provision to which this section applies, or
(b)an order made in pursuance of any such provision.
(7)Stamp duty is not payable on an order falling within subsection (6)(b).
Textual Amendments
F22S. 217(1)(a) omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 5(a); S.I. 2021/712, reg. 3(c)
F23Words in s. 217(1)(b) substituted (17.6.2021) by NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 5(b); S.I. 2021/712, reg. 3(c)
F24S. 217(1)(ea) omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 5(a); S.I. 2021/712, reg. 3(c)
F25S. 217(1)(eb) omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 5(a); S.I. 2021/712, reg. 3(c)
F26S. 217(1)(f) omitted (1.4.2013) by virtue of Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 113(b); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F27S. 217(1)(g) omitted (1.4.2013) by virtue of Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 113(c); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F28Words in s. 217(1)(i) substituted (17.6.2021) by NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 5(c); S.I. 2021/712, reg. 3(c)
F29Words in s. 217(5) substituted (14.3.2012) by Charities Act 2011 (c. 25), s. 355, Sch. 7 para. 111 (with s. 20(2), Sch. 8)
Modifications etc. (not altering text)
C1S. 217 modified (1.3.2007) by National Health Service (Consequential Provisions) Act 2006 (c. 43), s. 8(2), Sch. 2 para. 10 (with Sch. 3 Pt. 1)
218Private trusts for hospitalsE+W
(1)Subsection (2) applies where the terms of a trust instrument authorise or require the trustees, whether immediately or in the future, to apply any part of the capital or income of the trust property for the purposes of any health service hospital.
(2)The trust instrument must be construed as authorising or requiring the trustees to apply the trust property to the like extent, and at the like times, for the purpose of making payments, whether of capital or income, to the appropriate hospital authority.
(3)Any sum paid to the appropriate hospital authority must, so far as practicable, be applied by it for the purpose specified in the trust instrument.
(4)“The appropriate hospital authority” means—
(a)where [F30Welsh] special trustees are appointed for the hospital, those trustees,
(b)where the hospital is managed by, and trustees have been appointed for, an NHS trust, F31... F32..., the trustees,
(c)where the hospital is managed by an NHS trust, an NHS foundation trust F33... and neither paragraph (a) nor paragraph (b) applies, the NHS trust, NHS foundation trust F33..., and
[F34(d)in any other case—
(i)where the hospital is vested in the Secretary of State, the Special Health Authority exercising functions of the Secretary of State in respect of it or, where there is no such Special Health Authority, the Secretary of State,
(ii)where the Welsh Ministers have functions in respect of the hospital, the Special Health Authority or Local Health Board exercising those functions.]
(5)Nothing in this section applies to property transferred under section 24 of the National Health Service Reorganisation Act 1973.
(6)In this section—
“health service hospital” includes such a hospital within the meaning of section 206 of the National Health Service (Wales) Act 2006 (c. 42), and
[F35“Welsh special trustees” means] special trustees within the meaning of section 160 of that Act.
Textual Amendments
F30Word in s. 218(4)(a) inserted (17.6.2021) by NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 6(a)(i); S.I. 2021/712, reg. 3(c)
F31Words in s. 218(4)(b) omitted (17.6.2021) by virtue of NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 6(a)(ii); S.I. 2021/712, reg. 3(c)
F32Words in s. 218(4)(b) omitted (1.4.2013) by virtue of Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 114(a); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F33Words in s. 218(4)(c) omitted (1.4.2013) by virtue of Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 114(b); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F34S. 218(4)(d) substituted (1.4.2013) by Health and Social Care Act 2012 (c. 7), s. 306(4), Sch. 4 para. 114(c); S.I. 2013/160, art. 2(2) (with arts. 7-9)
F35Words in s. 218(6) substituted (17.6.2021) by NHS (Charitable Trusts Etc) Act 2016 (c. 10), s. 5(1), Sch. 1 para. 6(b); S.I. 2021/712, reg. 3(c)