Trusts Law – Private Trusts Education

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New Course Run: Learn How to Administer Your Own Private Trust – Starting July 2nd

Information Trusts Law

New Course Run: Learn How to Administer Your Own Private Trust – Starting July 2nd

Katrina Deacon Asset Management, Asset Protection, Discretionary Trust, Discretionary Trusts, Estate Law, Estate Planning, Family Trusts, Financial Planning, Financial Security, Lasting Power Of Attorney, Legal Advice, Legal Documents, Special Needs Trust, Tax Efficiency, Trust Administration, Trust Management, UK Trust Law, Vulnerable Persons Trust 0 Comments

Why We Don’t Offer Lifetime Trust Drafting (and Why That’s a Good Thing)

If you’ve found your way here, you’ve probably heard about private trusts and the powerful…

Katrina Deacon Agricultural Land Management, Agricultural Property Relief (APR), Asset Protection, Business Property Relief (BPR), Discretionary Trusts, Estate Planning, Farming Families, Financial Planning for Farmers, Generational Wealth, Inheritance Tax Planning, Nil Rate Band (NRB), Succession Planning, Tax Efficiency Strategies, Trusts and Wealth Management, UK Tax Laws 0 Comments

How Farmers Can Use Trusts and Agricultural Property Relief to Optimise Inheritance Tax Planning

Inheritance Tax (IHT) planning is a crucial consideration for farming families looking to preserve generational…

Katrina Deacon Discretionary Trusts, Divorce Planning, Divorce Settlement, Estate Management, Estate Planning, Family Law, Family Trusts, Financial Security, Inheritance Protection, Judicious Encouragement, Legacy Planning, Marriage And Divorce, Protecting Assets, Trustee Discretion, Wealth Preservation 0 Comments

Judicious Encouragement and Protecting Inheritance from Divorce

For clients creating wills, it's common to leave assets first to a spouse and then…

Katrina Deacon Asset Protection, Estate Law, Estate Planning, Family Trusts, Financial Planning, Inheritance Law, Inheritance Planning, Intestacy Rules, Legal Guidance, Legal Tips, Professional Advice, Proper Trust Setup, Severance of Joint Tenancy, Trust Administration, Trust Management, Trustee Duties, Trusts and Wills, Wealth Management, Wills and Trusts 2 Comments

The Realities of Trusts in the Truther Movement: Are They Always Necessary, and How Can They Be Mismanaged?

Trusts are often touted as a must-have for anyone thinking seriously about estate planning or…

Katrina Deacon Asset Protection, Beneficiary Privacy, Confidentiality, Corporate Trustees, Fiduciary Duties, Legal Compliance, Private Trusts, TRS Compliance, Trust Law, Trust Management, Trust Registration Service (TRS), Trustees' Responsibilities, Trusts and Estates, UK Trust Regulations 0 Comments

The Pros and Cons of Registering Private Trusts with the Trust Registration Service (TRS)

The Trust Registration Service (TRS) is a significant regulatory mechanism under the UK's anti-money laundering…

Katrina Deacon Asset Management, Benefit Protection, Caregiver Support, Discretionary Trust, Family Care, Financial Planning, Financial Security, Long-Term, Means-Tested Benefits, Public Benefits, Special Needs Trust, Tax Efficiency, Trust Administration, Trust Protector, UK Trust Law, Vulnerable Persons Trust 0 Comments

The Importance of Vulnerable Person’s Trusts in Estate Planning

Managing assets and protecting benefits for vulnerable individuals is a crucial concern for many families…

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8. Next Steps

It is possible to create your own trust, in fact, you are creating trusts all…

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7. Trust Structure

When Henry II first started to find commonalities between the shires, we began to see…

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6. Trust Enforcement

According to article 6 of the Recognition of Trusts Act 1987 “A trust shall be…