Trusts

Recent Features and Opinion

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My trust investments are losing value - what do I do now?

2020-04-08T09:39:00+01:00

In this current climate, many trust investments are quickly losing value. Laurence Daly, financial planner at Tavistock, explains six things trustees should be considering now to manage beneficary expectations and maintain a healthy risk profile.

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How will the 5AMLD impact trustees?

2020-02-28T11:28:00+00:00

Neil Jones of Tavistock Law provides a look at changes to non-resident capital gains tax and how the EU’s Fifth Anti-Money Laundering Directive (AMLD5) impacts trustees.

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Back to basics: Nil-rate band discretionary trusts

2019-11-12T00:00:00+00:00By

Lesley King looks at the matters to consider when dealing with an estate where the will creates a nil-rate band discretionary trust

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Making an exit

2019-11-12T00:00:00+00:00By ,

Henrietta Mason and Holly Miéville-Hawkins present a practical guide to removing fiduciary trustees when they retire or lose mental capacity

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Red flags

2019-08-06T00:02:00+01:00By

Mariel Stringer-Fehlow outlines her tips and practical advice for trustees on spotting the early warning signs of a matter turning contentious, using four common scenarios

Philip Warford

Back to basics: Trusts for disabled and vulnerable people

2019-05-14T00:00:00+01:00By

Philip Warford looks at trusts for disabled and vulnerable people

Robert Hunter

Fraud buster

2019-02-12T00:00:00+00:00By

Robert Hunter is an internationally acclaimed trusts, fraud and asset-tracing solicitor with over 35 years’ experience. He is also profoundly deaf. He discusses what law firms could do better dealing with colleagues with sensory disabilities

James King

Seal of approval

2019-02-12T00:00:00+00:00By

The Law Society has endorsed investment management firm Tavistock Law. Managing director James King discusses a new fund Tavistock has launched, well suited for private client solicitors with money in trusts or Court of Protection awards

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