Changing trustees: trust administration | Practical Law

Changing trustees: trust administration | Practical Law

This resource lists administrative tasks when trustees change. It covers providing information to new trustees and confirming their identity, reviewing contracts and retainers of trust advisers, managing trust assets, tax and data protection compliance, and trustee meetings, powers of attorney and record-keeping.

Changing trustees: trust administration

Practical Law UK Practice Note 4-383-6632 (Approx. 10 pages)

Changing trustees: trust administration

MaintainedEngland, Wales
This resource lists administrative tasks when trustees change. It covers providing information to new trustees and confirming their identity, reviewing contracts and retainers of trust advisers, managing trust assets, tax and data protection compliance, and trustee meetings, powers of attorney and record-keeping.