Webinar: Trust Registration Developments
5 January 2022

£40.00£200.00 + VAT

Wednesday 5th January 2022 – 1pm-2pm

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

Clear

Aim:

To provide an up to date review for trust practitioners of where we are with the changes to trust registration and explain some of the awkward areas.

Outcome:

Participants will be able to:

  • Set about updating their taxable trusts
  • Sort out which non-taxable trusts require registration
  • Tackle the registration requirements
  • Manage TRS risks in trust administration better than before

Agenda:

  • Overview of the TRS
  • Reform of the TRS – 5AMLD
    • to include an examination of the list of excluded trusts
    • consideration of which non-taxable trusts will be registrable
  • Information required to register
  • Requests for information from the Register
  • Actions required by Trust Administrators

Sponsor

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.