Dealing with trusts. 17 November 2022

Host group
Host Left
Hosted by
STEP Bournemouth
Event Type

The Green House
4 Grove Road
United Kingdom

Please find attached invitation to the next STEP presentation on Thursday 17 November 2022. If you wish to attend, please complete the attached booking form and send it to Hannah Dampney ([email protected]) by no later than Monday, 14 November 2022.


  • Professor Lesley King
    Professor Lesley King is a well-known conference speaker, university lecturer and author. She is co-author of A Modern Approach to Wills, Administration and Estate Planning (with Precedents), A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) (both Jordan Publishing), Wills, Taxation and Administration: A Practical Guide, and editor of The Probate Practitioner’s Handbook. She also writes the probate and wills column for the Law Society Gazette.

The topic:

Dealing with Trusts

Many married couples (and to a lesser extent cohabitees) solve the problem of protecting assets against care home fees and second marriages by the use of trusts. This session considers some of the problems that can arise. It will consider:

  • Does the trust have to be registered?
  • Is a nil rate band discretionary trust worth keeping or should it be wound up within two years of death?
  • How can the costs of running such trusts be reduced?
    • Conferring rights to income
    • Mandating income
  • Dealing with IPDI trusts
    • Drafting issues
    • Implications of terminating early
    • Risk of 1975 Act claims
    • Is the residence nil rate band available?
  • What if a trustee loses capacity? Can they be removed?
Cost group
13:30 - 17:15
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
3.15 hours
Hannah Dampney
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