How can a beneficiary claim money from a discretionary trust?

Ultimately, if a discretionary beneficiary wants money from the trust then they have to ask the trustees. The trustees may ask for further information as to reasons for the request, possibly to check to see if the money is to be used for one of the purposes set out in any letter of wishes (e.g. pay for university fees, buy a house). The trustees must consider any request made from a beneficiary properly and the trustees must all agree whether to accept or refuse it. The trustees are entitled to refuse a beneficiary’s request and they do not have to give reasons for their decision though they should make a record of their decisions and keep proper trust accounts.