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Trust Fund "held upon trust" in a Will

RnK136 · 2022-05-12 11:00:12

Mum's Will states that everything not otherwise specifically mentioned is "The Trust Fund" and this is to be "held upon trust" for my Dad. As it turns out, an Investment ISA is the only thing that they didn't already jointly own, or isn't specifically disposed of otherwise in her Will. What does this mean for the money in…

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RnK136 Posts: 77 Forumite

15 May 2022 at 8:59AM

Yes, it is stated about his beneficial interest in Mum's share, we can't force him to sell, etc.

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