Lindsay Pope
Home About Resources Thoughts Connect
Private Clients and Families Trustees and Beneficiaries Professional Advisers and Firms
Home Services Private Clients and Families Trustees and Beneficiaries Professional Advisers and Firms AboutResourcesThoughtsConnect
Lindsay Pope
Keep your ducks in a row
Keep your ducks in a row

A relative recently encountered a problem as a Trustee of…

Read More
Lindsay PopeDecember 6, 2018trusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary
Reduce trustee risk
Reduce trustee risk

If you’re going to stick your neck out and be a trustee, you…

Read More
Lindsay PopeNovember 22, 2018trusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary
Reposition your trust service
Reposition your trust service

Profitably positioning a firms trust service in the market can…

Read More
Lindsay PopeNovember 8, 2018trusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary
Warning signs for incapacity
Warning signs for incapacity

What happens if your co-trustee loses mental capacity?…

Read More
Lindsay PopeOctober 25, 2018trusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary
Keep between the flags
Keep between the flags

Good trust governance requires diligence.  The Collins…

Read More
Lindsay PopeOctober 11, 2018trusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary
Look before you leap
Look before you leap

One important decision that professional advisers make is…

Read More
Lindsay PopeSeptember 27, 2018trusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary
Know what you stand for
Know what you stand for

Professional advisers tell me that they don’t always feel…

Read More
Lindsay PopeSeptember 13, 2018trusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary
Trust record keeping
Trust record keeping

Trust record keeping is a problem area for many trustees…

Read More
Lindsay PopeAugust 30, 2018trusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary
Newer

Get Lindsay’s insights and perspectives direct to your inbox

Thanks for subscribing. If you ever find it’s not of value, please feel free to unsubscribe at any time. Kind regards, Lindsay