Complimentary resources

 

You’re responsible: The resources provided on this website are general in nature and are not intended to replace advice specific to your situation.

Use these resources the right way: You are welcome to post, email, print and pass along this information for free provided no edits or changes are made to its original contents or digital format, and you attribute the information as having come from Lindsay Pope or Trustee Support Ltd.

 
 
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White Paper: In or Out?

Future-proofing your professional trustee service

Considerations for resetting the terms of engagement for professional trustee services.

Download here.

 
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Trusts Act 2019

New legislation effective from 30 January 2021

Handout: Trusts Act 2019.  

Legislation: The Trusts Act 2019.  

 
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Checklists

For trustees

Things to check before becoming a trustee. Download here.

Managing trustee investment decisions. Download here.

 
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Trust Framework

Trustee resource

The Trust Framework identifies eight broad areas for good trustee practice.  It is a useful tool which can be used as a checklist for guiding people who serve in the trustee role.  Access a copy of the Trust Framework here.