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Tag:
trustee
Fiduciary duty and profits – Rukhadze and others (Appellants) v Recovery Partners GP Ltd and another (Respondents) [2025] UKSC 10 – What has changed?
April 11, 2025
The short answer appears resolutely nothing has changed, but the restatement of the position is really important and helpful.
Estate Planning for Blended Families: Challenges and Solutions
February 11, 2025
Valentine’s day is upon us; love is in the air, and so what better time than to commit to the…
Domicile vs Residence: Understanding the Current Rules and the Upcoming Changes in 2025
February 10, 2025
As expected the Government has followed through with their plans to abolish the current tax rules for non-domiciled individuals and…
Removing a Trustee or an Executor
January 10, 2025
There are circumstances where a trustee simply no longer wishes to act and wishes to step down. Equally a trustee…
Benefits of vesting charity land in the Official Custodian
March 16, 2023
There are multiple ways for a charity to own a property, depending on how the charity is constituted, such as…
I am going to inherit some money…what do I do?
July 25, 2022
Charitable Trustees should seek to maximise the return on their investments; except where the investment is in explicit conflict with…
New High Court Ruling on Trustee Investment Decisions
July 13, 2022
Charitable Trustees should seek to maximise the return on their investments; except where the investment is in explicit conflict with…
Are we going to see changes to Inheritance tax or Capital Gains Tax?
April 12, 2021
There were no announcements in this year's Budget about tightening up Capital Gains tax (CGT) and Inheritance tax (IHT).
Update: Registering a Trust with HMRC’s Online TRS
March 23, 2021
Almost all Trusts are now required to be registered with HMRC using the Online Trust Registration Service (TRS).
Welfare Deputyships: are they now easier to obtain?
March 19, 2021
It is possible to apply for a Welafre Deputyship but for many years it has been very difficult to be…
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