An Update on the Trust Registration Service- “How to” and “the Need to knows”

Brought to you by Today's Training and HTF Legal Training

NOW AVAILABLE ON DEMAND

Saturday December 31st, 2022

11:00 am - 12:00 pm

£40

NOW AVAILABLE ON DEMAND

Brought to you by Today’s Training, part of Today’s Wills and Probate and HTF Legal Limited, this 60 minute course provides an outline of the Trust Registration Service (TRS). Expert speaker Helen Forster will take attendees through the “how to” and “need to know” of the TRS.

As the TRS comes into force for all express trusts, practitioners and staff are being required to register documentation for clients both past and present.

The rules are constantly being adapted and altered by HMRC and are not easy to follow – the rules will affect a significant number of trustees who may be unaware of the changes introduced. This means firms have to be aware of their responsibilities both in terms of informing clients and retaining information for trusts managed by the professionals themselves.

This webinar will help you to understand the types of trust which are required to register, the information required and how public this information could become. Expert speaker Helen Forster will cover

  • The TRS
  • Information required for different types of trust
  • The deadlines for registration
  • Excepted trusts
  • The public accessibility of trust information
  • Long term management

Course notes will be provided. Delegates who complete the course will be provided with a Certificate of Attendance 

Please note, the course fee is per person

Who Should Attend

  • Professionals, paralegals, trainees and support staff who are required to prepare, run and manage trusts and their administrative procedures

Level

  • Suitable for all levels.

Speaker

Speaker: Helen Forster

Helen is a solicitor and Trusts and Estates Practitioner. Since qualifying in 2009, she has specialised in Wills, Probate, Trusts, Tax and Court of Protection matters, and is a Dementia Champion with Age UK, a member for Solicitors for the Elderly and also a member of STEP (The Society of Trusts and Estates Practitioners).

Her other work includes seminars, lecturing and training throughout the Country with institutions such as regional Law Societies and MBL Seminars Limited, as well as providing in house training on a number of subjects.

Highly commended twice in the Yorkshire Legal Awards, as well as receiving an award for second place in the Modern Law Awards 2016 in the category of “Rising Star” in England and Wales, Helen has also been recognised in the Retirement Planning Awards as best Wills and Probate Solicitor in Yorkshire in 2022

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