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Free Publicity Materials

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Trust Practitioner's Handbook


Wills and probate

In stock

2 November 2012

Law Society Publishing


Paperback + CD-ROM
448 pages

Trust Practitioner's Handbook
3rd edition

Gill Steel


Trusts can provide clients with solutions to a wide variety of objectives, from protecting assets tominimising exposure to tax. This book gives you comprehensive guidance to enable you to:

  • consider each client's objectives
  • identify the applicable tax treatment
  • select the most appropriate trust, and
  • create an effective trust.

The guidance is supplemented by a set of tools and features including practice points, examples, tables,checklists, forms and figures that help you to understand the administrative techniques for the main typesof trust and to avoid potential negligence claims and tax penalties.

The author also presents a clear and accessible account of the taxation of trusts, which unravels thecomplex provisions relating to IHT, CGT and income tax to give you a sound grip on the application oftax to the administration of trusts and the confidence to explain its effects on the settlor, the trustees andthe beneficiaries.

The third edition of this popular book takes account of all relevant changes since 2008 with expandedand new coverage of pilot trusts and settler interested trusts. The accompanying FREE CD-ROM containsa range of useful forms and checklists that can be customised to suit the needs of your practice.


"Trust Practitioner's Handbook, 3rd Edition has a number of excellent features. These include the worked examples, summaries, tables and diagrams. For a topic like trusts, which is often difficult to properly master, these are brilliantly helpful. The written style is also engaging and crisp."

The Student Law Journal, August 2013


Part 1 - Setting up a trust: 1. Why have a trust?;
2. Creating a trust;
3. Trustees;
Part 2 - Administering the trust: 4. Getting started;
5. Administration implications of the Trustee Act 2000;
6. Trustees' decision making;
7. Financial services;
Part 3 - Taxation of trusts: 8. Introduction to taxation of trusts;
9. Inheritance tax;
10. Capital gains tax;
11. Income tax;
12. Trusts with a disabled and/or vulnerable beneficiary;
Part 4 - Practical trusts: 13. Dealing with various events;
14. Nil rate band discretionary trust debt or charge scheme;
15. Managing an efficient and profitable practice;
16. Information technology;

About the Author

Gill Steel is a sole practitioner and proprietor of the Lawskills know-how, training and consultancy servicefor private client practitioners. She is also a freelance consultant, lecturer and trainer. Gill is a member ofthe Law Society's Wills and Equity Committee, the Society of Trust and Estate Practitioners (STEP) UKPractice Committee and the Association of Taxation Technicians.