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 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 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 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 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 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 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 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