Acting as a Professional Trustee - Strengthen Your Skills & Manage the Risks

Introduction

The office of ‘trustee’ is one to which great responsibility and risk is attached.

For professional trustees involved in the administration of will trusts, the consequences of the maladministration of trusts are quite significant with reputational damage being a risk for professionals and organisations involved.

This short webinar is suitable for practitioners acting as professional trustees or for advisers of trustees acting in a professional capacity.

What You Will Learn

This webinar will cover the following:

• The statutory duties and responsibilities of trustees
• Types of trusts
• Tax, compliance and tax reporting requirements of trustees
• Risk management steps for trustees
• What is involved in practical terms in relation to the administration of trusts, e.g., record keeping, minutes of meetings, winding up trusts
• Managing conflicts
• Consequences of the maladministration of trusts

This pre-recorded webinar will be available to view from Wednesday 22nd July 2026

Alternatively, you can gain access to this webinar and 2,300+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.