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A Year In The Life Of A Trust

£40.00£200.00 + VAT

This webinar is now live to watch immediately!

This webinar product offers a link to the video recording for you to watch at your leisure.

Webinar Presented by: Gill Steel, Owner/Director, LawSkills Ltd
Premier trainer in Wills, Probate, Trusts, Tax & Elderly Client

1 hour – SRA Statement of Competence A2



To demonstrate the importance of managing the administration of a UK trust within the tax year and to show trust administrators the benefits of planning their work.


Participants will be able to:

  • Minimise the risk of overlooking deadlines and dates
  • Appreciate the importance of spreading the workflow across the tax year


  • The working year for income tax
  • The significance for trustees
  • The impact on beneficiaries
  • Updating the Trust Register
  • Capital transactions – updating records and paying CGT and/or IHT


thewealthworksThis webinar is sponsored by thewealthworks. Their comprehensive flexible Global Wealth Management Software easily adapts to meet the needs of law firms, accountants, family offices, trust companies, banks and other corporate trustees in the UK or across the globe.