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Law of Trusts (England)


21 February 2024
Trusts for the disabled and the vulnerable - the legal criteria
The law and taxation of trusts for the disabled and the vulnerable

20 February 2024
Variation of trusts and trust busting
How to change the terms of a trust, rectify a mistake in a trust deed or terminate a trust

20 February 2024
Trusts and stamp duty
The relevance of stamp duty and SDLT to trust documents and trusts

19 February 2024
Typical trust administrative clauses
Extending/overriding statutory and common law provisions

16 February 2024
Trustee investments: an outline of trustees' powers and duties
The law as it relates to trustee investments

16 February 2024
Trustee Act 2000 - key provisions
The statutory provisions

15 February 2024
Trustees' powers over income and capital
The usual key dispositive powers of trustees: power to accumulate income and advance capital

14 February 2024
Discretionary trusts and accumulation and maintenance trusts
Discretionary trusts and accumulation and maintenance trusts, key relevant tax and planning points

14 February 2024
Interest in possession trusts and bare trusts
Interest in possession trusts and bare trusts, key relevant planning and tax points

13 February 2024
Trust fundamentals
What are trusts, the parties to a trust, types of trust and reasons why

13 February 2024
Settlor and settlor's spouse/civil partner as trust beneficiaries
Whether possible, reasons for inclusion and exclusion

13 February 2024
The trustees - choice, appointment, removal, control and delegation
Practical considerations, statutory provisions and recommended express provisions

29 January 2024
Tax implications of releasing loans under a loan trust during lifetime
The tax implications arising on releasing loans under a loan trust during lifetime

09 January 2024
Government consultation on transparency of land ownership involving trusts
The Government’s consultation on the transparency of land ownership when trusts are involved in the ownership structure. It seeks views on the extent to which information about trusts that own land should be made publicly available

13 December 2023
Isle of Man Trusts and Trustees Act 2023 now fully in force
The Trusts and Trustees Act 2023, which is now fully in force having been introduced as a Bill into the Isle of Man Parliament in 2022. The Act received Royal Assent in July this year and aims to modernise Isle of Man trust law through amendments to existing legislation

08 December 2023
STEP publishes third edition of their Standard Provisions
The Society of Trust and Estate Practitioners (STEP)’s third edition of their standard and special provisions for wills and trust instruments subject to the law of England and Wales (SSP3), which was published on 2 November 2023

25 October 2023
Planning with owner-occupied property on death
Using owner-occupied property in estate planning on death

13 October 2023
Consultation on electronic wills and the effect of marriage/civil partnership on an existing will in England and Wales
The Law Commission’s new consultation on the above matters, as part of its wider review of the law of wills in England and Wales

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