The Most Common Trust Errors

Trusts are an essential part of the Private Client Practitioner’s Toolbox but it is surprising how often mistakes are made. This session will look at some of the common mistakes and how to avoid them.

Who this is for:

This webinar is essential viewing for all Private Client practitioners.

Level of expertise:

All Levels – this can be picked up throughout anyones professional career regardless of experience

CPD hours:

This webinar provides you with 1 hour of learning.

Attendees will receive a CPD certificate upon completion of this course.

Learning objectives:

• Not reading the trust deed
• Using an out of date precedent
• Not setting up the trust correctly
• Overlooking the rule against self-dealing
• Mistakes exercising powers
• Mis-managing appointments and retirements of trustees
• Tax errors