Trust Practitioner's Handbook by Gill Steel
The creation, administration and taxation of trusts, and the powers and duties of trustees, are now heavily regulated areas. "The Trust Practitioner's Handbook" provides an accessible guide to advising clients on the possibilities provided by trusts, the tax position, and the administration of trusts. Busy practitioners will wish to avoid negligence for failing to invest correctly and avoid tax penalties for missing tax deadlines or incorrectly assessing tax bills. Good systems can help, and this book addresses how these systems might be used. Delegation of trust management functions like investment advice must comply with the practitioner's regulatory regime, and guidance is given on how this should be approached. Making trust administration pay is a challenge and the book also provides ideas to improve profitability. A 'good practice' guide for all those involved in the administration of trusts, this book makes trusts law accessible with checklists, examples, precedents and case studies.
'This book is a useful "first port of call" on the topic and as such is a welcome addition to the Law Society's series of handbooks on private client practice areas' New Law Journal, 4 November 2005 'I find it very informative and easy reading. The points made are concise and clearly explained. Congratulations on a brilliant busy practitioner's reference book.' Peter Hughes, 31 January 2006 'It does exactly what it says on the front...the book is of interest and use to all trust practitioners with the inclusion of so much practical information. Anyone who has attended one of Gill Steel's lectures will know the down-to-earth nature in which she lectures and this is echoed in the book with the avoidance of legalese and jargon, making the text as easily digestible as possible.' Trusts and Estates Law & Tax Journal, September 2006
Gill Steel is a freelance consultant and trainer providing advice to law firms. She is a member of the Association of Tax Technicians and STEP and lectures regularly on wills, trusts and tax subjects. She has an MBA in Legal Practice from Nottingham Law School and is a member of the Wills and Equity Committee of the Law Society and the UK Probate & Estate Committee of STEP. Charles Christian publishes Legal Technology Insider and writes and lectures extensively on IT. Robert Mowbray is a partner with chartered accountants MacIntyre Hudson and an experienced trainer. He is an Industrial Fellow at Kingston Business School and a Visiting Fellow at the College of Law.
| SKU | Unavailable |
| ISBN 13 | 9781853289453 |
| ISBN 10 | 1853289450 |
| Title | Trust Practitioner's Handbook |
| Author | Gill Steel |
| Condition | Unavailable |
| Binding Type | Paperback |
| Publisher | The Law Society |
| Year published | 2005-10-01 |
| Number of pages | 432 |
| Cover note | Book picture is for illustrative purposes only, actual binding, cover or edition may vary. |
| Note | Unavailable |