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Trust Practitioner's Toolkit
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.
| Author(s) | By Gill Steel. |
|---|---|
| Publisher | The Law Society |
| Format | Mixed media product |
| Pages | 112 |
| Published in | United Kingdom |
| Published | 31 Jul 2018 |
| Availability | Available |
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.
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; P
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 Nott
