Tips for lifetime trust creation. 11 May 2022
We are delighted to be joined once again by Gill Steel who will be exploring the use of lifetime trusts. The aim of the webinar will be to identify the main trust used during a lifetime, assess the costs of setting up and running a trust, and observe the regulatory and compliance obligations.
Gill will be covering:
- Why a discretionary trust is usual
- A costs v benefits analysis of setting up a trust compared to making an outright gift
- A brief overview of the regulatory and compliance regime
- Retainers and costs
Gill is an excellent speaker with more than 30 years of specialist experience in wills, probate, trusts & tax. Gill has been in the field of legal training and consulting for the last 22 years and draws on her expertise to provide training that allows private client professionals to deliver legal services with greater competitiveness and competence. More information about Gill can be found on her website.