Trusts

Compliance is the biggest challenge for private client practitioners

Accurate record keeping and complying with the burgeoning regulations associated with Automatic Exchange of Information (AEOI) on tax are the biggest challenges faced by private client practitioners going forward according to Gill Steel of LawSkills Ltd, an acknowledged authority in the areas of Probate, Trusts and Tax. Speaking to an audience comprising Trust and Estate practitioners

Compliance is the biggest challenge for private client practitioners Read More »

Great response to thewealthworks’ trust seminar

In the wake of the ‘Panama Papers’ disclosures, thewealthworks had a fantastic response to a seminar designed to bring UK trust practitioners up to date with the latest reporting requirements. The fully booked event, which was held at the Grand Connaught Rooms in central London, was hosted by wealth management software developer thewealthworks and led

Great response to thewealthworks’ trust seminar Read More »

The Mistrustful Day

According to HMRC, the number of trust returns submitted for the 2012/13 tax year was 160,500.  This is compared with the 201,000 that were submitted in the 2007/08 tax year. Is this a sign that the number of trusts are declining?  What is the future for trusts? As many practitioners will know, the number of returns

The Mistrustful Day Read More »

Leading trusts practitioner joins thewealthworks

PRESS RELEASE A highly experienced and respected trust manager from the law firm Wrigleys, has joined our team as UK Products Manager. Jane Symonds was Trust Manager at Leeds based Wrigleys for 12 years where she provided a full service to trustees, including preparation of annual trust accounts and trust tax returns, as well as personal

Leading trusts practitioner joins thewealthworks Read More »

Scroll to Top