Trust Practitioner's Toolkit

The work of the trust practitioner is based on excellent record keeping, regular reviews and good data collection. The latter is complicated by increasing regulatory requirements concerning taxation, money laundering and data protection.

To facilitate effective trust management, the Trust Practitioner’s Toolkit contains useful checklists, records and forms and is designed as a companion to the popular Trust Practitioner’s Handbook.

This is an essential support tool which includes over 20 forms and checklists, including ones relating to:

• risk management
• tax on trust creation
• instructions for trust drafting
• trust information
• trust review.

The book is designed to act as an aide memoire for trust practitioners by outlining the procedural tasks which need to be completed at the various stages of work including creating a trust or file review.

It will also help to avoid pitfalls such as missing time limits, filing deadlines, compliance tasks and recording. The features and guidance will also be of benefit to more junior members of staff.