Subjects:

Looseleaf Works

Contents:

2 Releases per year

Charged by Release

PART A: CATEGORIES OF TRUST

Part A Contents List

A1: IntroductionGeoffrey A Shindler & Christopher J G Parker

A2: Life interest trustsGeoffrey A Shindler & Christopher J G Parker

A3: Discretionary trustsGeoffrey A Shindler & Christopher J G Parker

A4: Accumulation and maintenance trustsGeoffrey A Shindler & Christopher J G Parker

A5: Protected trustsGeoffrey A Shindler & Christopher J G Parker

A6: Trusts for the disabledGeoffrey A Shindler & Christopher J G Parker

A7: Will trusts and trusts on intestacyGeoffrey A Shindler & Christopher J G Parker

A8: Fully secret and half secret trustsGeoffrey A Shindler & Christopher J G Parker

A9: Charities and charitable trustsGeoffrey A Shindler & Christopher J G Parker

PART B: APPOINTMENT AND RETIREMENT OF TRUSTEES

Francis Nation-Dixon

Part B Contents List

B1: What is a trustee?

B2: Who can act as trustee?

B3: Who should act?

B4: Trustees' remuneration

B5: Initial appointment of trustees

B6: Subsequent appointment

B7: Retirement

B8: Removal of trustees

B9: Charitable trusts

B10: Vesting of settlement property

B11: Precedents

PART C: TRUSTEES' POWERS AND DUTIES

Part C Contents List

C1: Beneficial powers and duties of trusteesOwen Clutton

C2: Rules against perpetuities and excessive accumulationsJohn Thurston

C3: Administrative duties and powersJustin Ripman

C4: The Trustee Act 2000Owen Clutton

PART D: DEALING WITH TRUST ASSETS - POWERS AND DUTIES

Part D Contents List

D1: Investing in commercial propertyRobert Bould

D2: Agricultural propertyLucian Cook

D3: Residential propertyGraham Vivian

D4: Financial services and money laundering implications David Grainger

D5: Managing quoted investmentsZoe King & Alex Roe

D6: Private companiesRichard Moyse & Andrew Farley

D7: Works of art and chattelsJames Jowitt

D8: Foreign assetsJudith Ingham & Jane Bickerdike

D9: Miscellaneous assetsRichard Moyse & Andrew Farley

PART E: VARIATION OF TRUSTS

Michael Hayes

Part E Contents List

E1: Introduction

E2: Breaking and varying trusts without court assistance

E3: Breaking and varying trusts with court assistance

PART F: RIGHTS OF CREDITORS AGAINST TRUSTEES AND TRUST FUNDS

Michael Hayes

Part F Contents List

F1: Extent of trustees' liability

F2: Trustees' right of indemnity

F3: Creditors' rights against the trust fund

F4: Ways of limiting trustees' liability

F5: Special situations

F6: Procedural matters

F7: Reform and possible changes

PART G: AUTHORITY TO TRUSTEES TO INCUR COSTS OF LITIGATION

Part G Contents List

G1: Authority to trustees to incur costs of litigationDawn Goodman

PART H: ACTION BY DISGRUNTLED BENEFICIARIES

Part H Contents List

H1: Action by disgruntled beneficiariesDawn Goodman & Mark Ibbitson

H2: Minimising the need for court applicationsJohn Dilger

PART I: THE UK TAXATION OF TRUSTS

Part I Contents List

I1: Returns and payment datesSimon Jennings

I2: Special situationsMatthew Hutton

I3: Income taxMatthew Hutton

I4: Capital gains taxMatthew Hutton

I5: Inheritance taxMatthew Hutton

I6: Value added taxJohn Voyez

I7: Tax planningMatthew Hutton

I8: CharitiesMatthew Hutton

Endorsed by STEP.

Written by a team of more than 20 distinguished and leading experts in the field, Tolley’s Administration of Trusts provides practical and accessible guidance on all aspects of trust administration.

Published in association with STEP (Society of Trust and Estate Practitioners), this looseleaf has been designed to help practitioners in this area.

Contents comprise:-

• Categories of Trust
• Appointment and Retirement of Trustees
• Trustees’ Powers and Duties
• Dealing with Trust Assets - Powers and Duties
• Variation of Trusts
• Rights of Creditors against Trustees and Trust Funds
• Authority to Trustees to Incur Costs of Litigation
• Action by Disgruntled Beneficiaries
• UK Taxation of Trusts
• Trust Accounts
• Termination of Trusts
• Foreign Element
• Administration

This comprehensive looseleaf provides an invaluable aid to lawyers, accountants, bankers and all those who administer trusts, or advise trustees and beneficiaries.

Approximately two issues per year, invoiced separately.