CPD Hours Level
Seminar 3 IntroductionInformation
Accreditation Information
SRA Competency B


Trustees need to be changed for a variety of reasons. Being able to advise and guide trustees and beneficiaries through the myriad of options is not always straightforward.

Find out:

  • What options are open to trustees?
  • What options are open to beneficiaries?
  • Is mistrust of the trustees enough to justify removal?
  • When do you use the court route?
  • What are the cost consequences of going to court?
  • What protection does a retiring trustee need?
  • What happens when the appointment or retirement is invalid?

This new half day course will examine the problems and pitfalls of appointing and removing trustees and is recommended for private client practitioners who are new to trusts or who would benefit from a refresher.

What You Will Learn

This course will cover the following:

  • Problems encountered by practitioners
  • Options for appointment and removal
  • Removing a trustee lacking mental capacity
  • Who is your client?
  • Protecting your client
  • Transfer of assets on appointment/retirement
  • Recent case law

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Seminar | 13.01.2022

London | 2:00pm - 5:15pm

An Introductory Guide to Appointing & Removing Trustees for Private Client Professionals

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2:00pm - 5:15pm
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Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at information@mblseminars.com
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