3 hours – Updating

• To target recent developments in law, tax & practice affecting trust administration and provide an accessible summary of the key points when administering trusts
Learning Outcomes – By the end of this session Participants should be able to:
• To review their current approach to Trust administration
• Ensure their systems and procedures are up to date
• Revenue reporting requirements
o Trusts register
o Automatic exchange of information
• Investment considerations – policy statements and benchmarks
• Current taxation matters
o IHT – recent changes to the relevant property regime
o Dividends & bank interest
o CGT on property
o SDLT rates on property
• Other developments
• Recent cases

Gill Steel is a solicitor who has operated in the field of legal training and consulting for over 20 years and has more than 30 years specialist experience in Wills, Probate, Trusts Tax and Elderly Client issues. Gill provides off-the-shelf or bespoke training for organisations and professional bodies.

Backed by her own experiences in and working with Private Client Departments, Gill identifies with the everyday challenges that professionals face, enabling her to provide learning and development opportunities that inspire them to develop the expertise they need to deliver services competently to their clients.