The TRS and Estate Administration - An Update
Due to the wide scope of the Trust Register (‘TRS’), it catches not only will trusts, and lifetime trusts (e.g. of life policies) but also joint ownership of assets like residential property.
This session will bring you up to date and will look at the latest position and how things might have changed.
The latest guidance provided by HMRC in the TRS Manual (‘TRSM’) will also be considered with the official understanding of how TRS works along with other thorny issues to make sense of this new practice area.
Learning Objectives:
- An overview of the TRS
- What this means for probate work
- how variations and appropriations of assets affect the TRS
- Co-ownership issues
- Penalties and reporting discrepancies
Downloads
Your CPD Certificate can be found in your Account.
Helen Forster
Managing Director • HTF Legal Limited
Helen is the managing director of her law firm, HTF Legal, based in Yorkshire, She is a solicitor and trusts and estates practitioner and has spent over 14 years working in the private client sector. Over the years she has received numerous awards including the category of rising star in England and Wales in the Modern Law Awards in 2016, where she came second. More recently her firm has won “ inheritance firm of the year Yorkshire” in 2023. Her particular specialisms include tax planning and mental capacity work, and in addition she provides training and seminars around the country on the subject.
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