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Law students studying W301 Equity and Trusts
Reviewing trustee duties before an exam or tutorial on trust law
Use cases
About
The W301 UNIT 25-26b: Non Fiduciary Duties of Trustees mind map template, designed for Open University Law W301 students, covers over 80 nodes across two major branches: 'Sumary of duties' and 'Investment duties'. It details duties on taking up office, such as ensuring proper appointment and becoming familiar with the terms of trust, and provides a checklist for investment duties under the Trustee Act 2000 and case law like Nestle v Nat West Bank plc [1993]. This template serves as a comprehensive cheat sheet for understanding non-fiduciary obligations of trustees, including the duty to act impartially between beneficiaries and the standard investment criteria under s4 TA 2000.
Terms and ConditionsWhen to use this template
Solicitors or trainee solicitors advising trustees
Preparing a compliance checklist for a real trust administration scenario
Law students or legal professionals drafting arguments
Analyzing a problem question involving investment duties and potential breach
How to use this template
Step 1
Launch and Explore Core Branches
Open the template in Xmind and navigate the two primary branches covering the summary of duties and investment obligations.
Step 2
Follow the Investment Duty Checklist
Utilize the detailed checklist to evaluate trustee actions under the Trustee Act 2000 and relevant case law like Nestle v Nat West Bank.
Step 3
Annotate and Export Study Materials
Add personal notes to the legal nodes and export the completed map as a PDF or image for your law exam preparation.
Frequently asked questions
The template covers two main areas: a summary of duties (e.g., duties on taking up office, providing information, acting impartially) and investment duties (sources, checklist, case law). It includes 84 nodes organized for easy revision.
Open the .xmind file in Xmind, then expand each branch to study duties like 'Observe terms of trust' or 'Invest funds in authorised investments'. Use the checklist under 'Investment duties' to test your knowledge of TA 2000 sections and case law.
Yes, the Xmind template is fully editable. You can add notes, highlight key cases, or reorganize branches. Export as PDF or image for printing.
The checklist guides trustees through compliance: verifying the trust instrument, authorised investments (s3, s8 TA 2000), standard investment criteria (s4, s5 TA 2000), standard of care (s1, Sch 1 TA 2000), and case law duties.
The mind map has a central root with two main branches: 'Sumary of duties' (left) and 'Investment duties' (right). Sub-branches use color-coded nodes for duties, sources, and case law, making it easy to scan.
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