Trust Practitioner's Handbook 3rd ed

This invaluable guide to the creation, administration and taxation of trusts has been comprehensively revised and updated to take account of:-

• Perpetuities and Accumulations Act 2009
• changes to the Inheritance Tax compliance and penalty regime
• changes to the Finance Act 2006

The book offers practitioners useful guidance on how to:-

• create and use good systems to avoid potential negligence claims for failing to invest correctly
• avoid penalties for missing tax deadlines or for incorrectly assessing tax bills
• delegate trust management functions and comply with the regulatory regime for practitioners
• run an efficient trust department and improve profitability.

An accompanying CD-ROM contains a range of useful forms and checklists from the book that may be customised.