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Elderly woman, lawyer and document in office for planning, debt settlement and legal guidance. Senior person, attorney and reading paperwork for retirement fund, asset protection and will information

Understanding the Trust Registration Service (TRS): What Trustees Need to Know

The Trust Registration Service (TRS) has undergone significant expansion in recent years, placing new obligations on Trustees across the UK….
10 months ago
The Royal Courts of Justice in the Strand, London, UK.

Fiduciary duty and profits – Rukhadze and others (Appellants) v Recovery Partners GP Ltd and another (Respondents) [2025] UKSC 10 – What has changed?

The short answer appears resolutely nothing has changed, but the restatement of the position is really important and helpful….
1 year ago
Senior couple planning their investments with financial advisor

Estate Planning for Blended Families: Challenges and Solutions

Valentine’s day is upon us; love is in the air, and so what better time than to commit to the…
1 year ago
Young happy couple enjoys the view through window at their new home.

Domicile vs Residence: Understanding the Current Rules and the Upcoming Changes in 2025

As expected the Government has followed through with their plans to abolish the current tax rules for non-domiciled individuals and…
1 year ago
Senior old man elderly examining and signing last will and testa

Removing a Trustee or an Executor

There are circumstances where a trustee simply no longer wishes to act and wishes to step down. Equally a trustee…
2 years ago
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Benefits of vesting charity land in the Official Custodian

There are multiple ways for a charity to own a property, depending on how the charity is constituted, such as…
3 years ago
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I am going to inherit some money…what do I do?

Charitable Trustees should seek to maximise the return on their investments; except where the investment is in explicit conflict with…
4 years ago
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New High Court Ruling on Trustee Investment Decisions

Charitable Trustees should seek to maximise the return on their investments; except where the investment is in explicit conflict with…
4 years ago
changes-to-Inheritance-tax-or-Capital-Gains-Tax

Are we going to see changes to Inheritance tax or Capital Gains Tax?

There were no announcements in this year’s Budget about tightening up Capital Gains tax (CGT) and Inheritance tax (IHT)….
5 years ago
Registering-a-Trust-with-HMRC-Online-TRS

Update: Registering a Trust with HMRC’s Online TRS

Almost all Trusts are now required to be registered with HMRC using the Online Trust Registration Service (TRS)….
5 years ago
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Welfare Deputyships: are they now easier to obtain?

It is possible to apply for a Welfare Deputyship but for many years it has been very difficult to be…
5 years ago
what-is-a-trust-article-1

What is a Trust

We explain how trusts work from a legal standpoint, the purpose of trusts, and how you can benefit from using…
5 years ago