Posts tagged trust administration
How to create a legacy
Lindsay Popetrusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary, Legacy, legacy planning
Decision time. In or out?
Be courageous!
Trusteeship often involves ‘courageous conversations.’..
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Weed out the black sheep
Many professional trustees don’t charge what their services…
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Trustee / beneficiary relations
One of the biggest risks for trustees is often seen to be a …
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Getting things to change
A question I’m often asked is “How do I tell my trust clients…
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Trustee forward planning
A professional trustee recently explained the challenges…
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Trustee tax obligations
Inland Revenue recently highlighted the importance of…
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Tough trustee decisions
Trustees have decision making roles and some decisions…
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Know your trust deed
I get to review a lot of trusts in my work and the starting point…
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Reset your trust service
Professional trustees tell me that one of the big challenges is …
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Keep your ducks in a row
A relative recently encountered a problem as a Trustee of…
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Reduce trustee risk
If you’re going to stick your neck out and be a trustee, you…
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Reposition your trust service
Profitably positioning a firms trust service in the market can…
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Warning signs for incapacity
What happens if your co-trustee loses mental capacity?…
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Keep between the flags
Good trust governance requires diligence. The Collins…
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Look before you leap
One important decision that professional advisers make is…
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Know what you stand for
Professional advisers tell me that they don’t always feel…
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Trust record keeping
Trust record keeping is a problem area for many trustees…
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