Trust Practitioner's Toolkit
Published on 31. July 2018
Book
Paperback/Softback
112 pages
978-1-78446-121-8 (ISBN)
Description
To facilitate effective trust management, the Trust Practitioner's Toolkit contains useful checklists, records and forms and is designed as a companion to the popular Trust Practitioner's Handbook.
This is an essential support tool and includes over 20 forms and checklists, including ones relating to:
- risk management
- tax on trust creation
- instructions for trust drafting
- trust information
- trust review.
The book is designed to act as an aide memoire for trust practitioners by outlining the procedural tasks which need to be completed at the various stages of work, including creating a trust or file review. It will also help to avoid pitfalls such as missing time limits, filing deadlines, compliance tasks and recording. The features and guidance will also be of benefit to more junior members of staff.
This is an essential support tool and includes over 20 forms and checklists, including ones relating to:
- risk management
- tax on trust creation
- instructions for trust drafting
- trust information
- trust review.
The book is designed to act as an aide memoire for trust practitioners by outlining the procedural tasks which need to be completed at the various stages of work, including creating a trust or file review. It will also help to avoid pitfalls such as missing time limits, filing deadlines, compliance tasks and recording. The features and guidance will also be of benefit to more junior members of staff.
More details
Language
English
Place of publication
London
United Kingdom
Target group
Professional and scholarly
Dimensions
Height: 172 mm
Width: 245 mm
Thickness: 18 mm
Weight
246 gr
ISBN-13
978-1-78446-121-8 (9781784461218)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Person
Gill Steel is the owner and director of LawSkills Ltd, a company providing learning and development and consultancy for private client practitioners. She is a member of the Association of Tax Technicians and STEP and has an MBA in Legal Practice from Nottingham Law. Gill is consultant editor of Wills and Inheritance Quality Scheme Toolkit (Law Society, 2013).
Content
Part A: Setting up a trust: 1. Introduction; 2. Trust drafting; Part B: Trust administration: 3. Getting started; 4. Taking on a new trust client; 5. Core date; 6. FATCA and CRS reporting and compliance; 7. Investments; 8. Tax administration; 9. Events; Part C: Further considerations: 10. Trust review; 11. Trust changes; 12. Bringing a trust to an end.