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The Trusts and Succession (Scotland) Act 2024 (Commencement No. 1) Regulations 2024

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Scottish Statutory Instruments

2024 No. 164 (C. 14)

Trusts

Succession

The Trusts and Succession (Scotland) Act 2024 (Commencement No. 1) Regulations 2024

Made

5th June 2024

Laid before the Scottish Parliament

7th June 2024

Coming into force

26th June 2024

The Scottish Ministers make the following Regulations in exercise of the power conferred by section 88(3) and (4) of the Trusts and Succession (Scotland) Act 2024(1) and all other powers enabling them to do so.

Citation, commencement and interpretation

1.—(1) These Regulations may be cited as the Trusts and Succession (Scotland) Act 2024 (Commencement No. 1) Regulations 2024 and come into force on 26 June 2024.

(2) In these Regulations, “the Act” means the Trusts and Succession (Scotland) Act 2024.

Appointed day

2.—(1) 26 June 2024 is the day appointed for the coming into force of the provisions of the Act specified in column 1 of the table in the schedule (the subject matter of which is described in the corresponding entry in column 2 of that table).

(2) Where a purpose is specified in column 3 of the table in the schedule, the corresponding provision in column 1 comes into force in accordance with paragraph (1) only for that purpose.

SIOBHIAN BROWN

Authorised to sign by the Scottish Ministers

St Andrew’s House,

Edinburgh

5th June 2024

Regulation 2

SCHEDULE

Column 1

(provision of the Act)

Column 2

(subject matter)

Column 3

(purpose)

Section 7Removal of trustee by courtFor the purpose of section 8 (removal of certain trustees by court: unfitness)
Section 8Removal of certain trustees by court: unfitness
Section 9(2), (3), (4), (7) and (8)(a)Removal of trustee by co-trustees
Section 13Decisions: preliminaryFor the purpose of section 9(2), (3), (4), (7) and (8)(a) (removal of professional trustees by co-trustees)
Section 14Making of decisionFor the purpose of section 9(2), (3), (4), (7) and (8)(a)
Section 21(3), (4) and (5)Charitable trusts: sale of property
Section 23(12) and (13)Appointment of nominees
Section 80Amendment of Confirmation of Executors (Scotland) Act 1858
Section 81Interpretation
Section 82Power to amend jurisdiction in relation to trusts
Section 83Meaning of incapable and related expressions
Section 87 and schedule 2RepealsFor the purpose of repealing section 3(c) of the Trusts (Scotland) Act 1921 insofar as it relates to decisions taken in pursuance of section 9(2), (3), (4), (7) and (8)(a) of the Act

EXPLANATORY NOTE

(This note is not part of the Regulations)

These Regulations bring provisions of the Trusts and Succession (Scotland) Act 2024 (“the Act”) into force on 26 June 2024:

  • Section 7, under which an unfit trustee may be removed by the court, for the purposes of section 8. Section 8 (removal of an executor nominate, trustee of a trust established under a testamentary writing, or executor dative including where prosecuted for, or convicted of, murder or culpable homicide of the testator or the deceased) is also brought into force, as is section 80. Section 80 inserts provision into the Confirmation of Executors (Scotland) Act 1858 so where a person is prosecuted for, or convicted of, murder or culpable homicide of the deceased, a sheriff must refuse a petition to appoint that person executor dative.

  • Parts of section 9 concerning removal from office by a majority of co-trustees of a trustee who is no longer a member of a regulated profession or entitled to practice, and who was appointed or assumed to provide professional services in managing the trust. Sections 13 and 14 by which decisions on the removal of a professional trustee by co-trustees are to be governed are also brought into force for these purposes, together with the repeal of section 3(c) of the Trusts (Scotland) Act 1921 insofar as it relates to those decisions.

  • The regulation-making powers in sections 21(4) to specify further descriptions of charity for the purposes of section 21 (charitable trusts: use of property), 23(12) to specify particular circumstances which may constitute a “good cause” for the purpose of section 23(8) (appointment of nominees), and 82 to confer or remove from the Court of Session or the appropriate sheriff court, power to decide particular types of cases.

  • The definitions in sections 81 (interpretation) and 83 (meaning of incapable and related expressions).

The Bill for the Act received Royal Assent on 30 January 2024. By virtue of section 88(1), that section, together with sections 86 and 89, came into force on 31 January 2024. By virtue of section 88(2), sections 76 and 77 came into force on 30 April 2024.

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