Watch our practical webinar to understand more about creating lifetime trusts, deciding whether to set one up, and how to make them effective.
This webinar covers:
The webinar has a practical focus, but will also deal with the tax consequences, risks and obligations involved in creating a trust in lifetime.
The live webinar took place on 27 May 2021.
The Private Client Section will provide you with support, advice, networking opportunities and enable the sharing of best practice with peers.
*See Section terms and conditions
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As we continue to post on social media, bank online and store information in clouds, our digital footprint can hold our a lot of sensitive, personal information. Dealing with digital assets after death is a major concern for private client solicitors and their clients. The Law Society library details where ...
Lesley King comments on HMRCs latest updates to the Trust Registration Manual and highlights the areas particularly relevant for private client practitioners and where the new updates fall short.
Roman Kubiak analyses a recent case where a trustee charged a monthly fee for her services over a 12 year period, leading the Court of Appeal to confirm that non-trust professionals can only be remunerated for trust administration work undertaken within the course of their specific profession
Join this webinar to learn how to provide accessible information, to break down barriers faced by disabled people.
Trustees have to perform a number of duties to fulfil their role effectively; however, some may not be aware of the Trust Registration Service (TRS) and the additional requirements.
In January 2022, amendments were made to the Inheritance Tax (Delivery of Accounts) (Excepted Estates)(Amendment) Regulations.
