Trusts

Recent Features and Opinion

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Trust issues: witnessing wills and changes to the Trusts Register

2020-09-17T20:21:00+01:00By

Lesley King considers the recent changes to the Trusts Register and a legislation update, validating wills made via videoconference since 31 January 2020.

Henrietta Mason

Move on

2020-08-11T00:00:00+01:00By

In the next in our series on removing fiduciaries, Henrietta Mason explains how to remove trustees and executors against their will

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Updated practice note: trust corporations

2020-04-23T17:15:00+01:00

On 22 April 2020, we updated our practice note on trust corporations.

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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 beneficiary 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

Benefits of Membership*

Private Client Section renewals

The Private Client Section will provide you with support, advice, networking opportunities and enable the sharing of best practice with peers.

The current Private Client Section Engagement Programme has been created in consultation with the Section Advisory Committee and will focus on key issues including:

  • NRB Changes
  • LPA Changes
  • digital assets
  • cross border tax
  • IPFDA cases
  • Care Act
  • elderly client
  • HMRC disputes
  • inheritance tax
  • trusts
  • estate administration
  • capital gains tax

These issues will be addressed through a range of activities including: workshops, seminars, conferences, webinars, website, e-newsletters, magazines and a LinkedIn group.

*See Section terms and conditions

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