LIVE on 26th Thursday @ 6pm – Interactive discussion with Brian Payne and Alan Hockey

In this session, we’ll chat about where trustees stand and what they’re responsible for. We’ll dive into what the legislation aims to do and have an open discussion about the choices trustees have, along with the potential consequences and costs of each option.

The webinar looks into what trustees need to handle, the challenges in managing trusts, the changing complexities due to new laws and cross-border issues, and it offers advice on how to manage or shut down unnecessary trusts, focusing on trustees and beneficiaries.

### Key Takeaways

– Many trustees lack understanding of responsibilities and regulatory obligations, leading to poor trust administration.

– Closing unnecessary or poorly managed trusts is frequently recommended due to increased regulation.

– Trusts are primarily used for tax savings, estate duty avoidance, creditor protection, and safeguarding minors.

– Global complexities and cross-border implications increasingly complicate trust management.

– The webinar targets trustees, beneficiaries, and individuals connected to family trusts, especially with international ties.

Time & Location

27 Mar 2025, 18:00 – 19:00

Zoom – Trustee Risks & Responsibilities.

Interactive discussion with Brian Payne and Alan Hockey