首页 >
法律 >
遗产法 >
Trust Practitioner's Toolkit

Trust Practitioner's Toolkit

作者： Gill Steel
出版商： Law Society Publishing
ISBN: 9781784461218
出版时间 July 2018
规格： Paperback , 100 pages
适应领域： U.K. ? 免责申明：
Countri(es) stated herein are used as reference only

List Price: ￥523.13

￥507.44 Save ￥15.69 (3%)

或

下载订单表

加入收藏
| 加入比较

描述
大纲

详细
The work of the trust practitioner is based on excellent record keeping, regular reviews and good data collection. The latter is complicated by increasing regulatory requirements concerning taxation, money laundering and data protection.

To facilitate effective trust management, the Trust Practitioner’s Toolkit contains useful checklists, records and forms and is designed as a companion to the popular Trust Practitioner’s Handbook.

This is an essential support tool which includes over 20 forms and checklists, including ones relating to:
- risk management
- tax on trust creation
- instructions for trust drafting
- trust information
- trust review.
The book is designed to act as an aide memoire for trust practitioners by outlining the procedural tasks which need to be completed at the various stages of work including creating a trust or file review.

It will also help to avoid pitfalls such as missing time limits, filing deadlines, compliance tasks and recording. The features and guidance will also be of benefit to more junior members of staff.
Effective Trust Management:
1. Trust drafting
2. Trust administration – getting started
3. Trust administration – taking on a new trust client
4. Trust administration – core data
5. Trust administration – investments
6. Trust administration – tax administration
7. Trust administration – events
8. Trust review
9. Trust changes
10. Bringing a trust to an end

Trust Practitioner’s Templates:
11. Why have a trust – motives
12. Money Laundering – actions required
13. Trust creation – taxation checklist
14. Trust drafting instructions sheet
15. Suggested procedural steps when creating a trust during lifetime
16. Regular routines in a trust department
17. Information needed in trust administration
18. Risk assessment and preventative steps)
19. Money laundering – suspicious circumstances
20. Additional information about a trust already in existence
21. File review checklist for existing trusts post-22 March 2006
22. Steps to obtain a Legal Entity Identifier)
23. Information required to register a Trust on TRS
24. Trust information form
25. Guidance for FATCA and CRS reporting and compliance
26. FATCA and CRS compliance form
27. Property information form
28. Trustee Act 2000 – choosing and supervising the agent
29. Sample investment policy statement
30. Trust tax return checklist
31. Decisions relating to trust distributions
32. Actions required of the trust administrator dealing with a qualifying interest in possession trust
33. Beneficiary reaches the specified age
34. Decision to make an appointment out of a relevant property trust
35. Considerations on the death of a discretionary beneficiary
36. Active trust review form
37. Inactive trust review form
38. Before retirement of a trustee
39. Beneficiaries considering litigation
40. Suggested possible risks on winding up a trust.

你可能需要


The Hong Kong Company Secretary's Handbook: Practice and Procedure (11th Edition): List Price: ￥497.55

￥482.62 Save ￥14.93 (3%)


Hong Kong Tax & Accounting Practical Toolkit (Basic Package): ￥3,161.07


Hong Kong Master Tax Guide 2024/25 (32nd Edition): List Price: ￥1,348.50

￥1,280.61 Save ￥67.89 (5%)


China Master Tax Guide 2021 (14th Edition): List Price: ￥1,562.40

￥1,515.53 Save ￥46.87 (3%)


Hong Kong Company Law & Compliance Practical Toolkit (Basic Package): ￥4,214.76


Hong Kong Company Secretary's Practice Manual, 5th Edition: List Price: ￥1,283.40

￥1,244.90 Save ￥38.50 (3%)


Hong Kong Directors' Manual, 5th Edition: List Price: ￥1,283.40

￥1,244.90 Save ￥38.50 (3%)


Hong Kong Financial Reporting Standards for SMEs (2nd Edition): List Price: ￥1,395.00

￥1,353.15 Save ￥41.85 (3%)


Hong Kong Listed Companies: Law and Practice, 2nd Edition: List Price: ￥1,841.40

￥1,786.16 Save ￥55.24 (3%)


China Master GAAP Guide (12th Edition): List Price: ￥1,395.00

￥1,353.15 Save ￥41.85 (3%)


A Concise Guide to Corporate Compliance Management (2nd Edition): List Price: ￥632.40

￥613.43 Save ￥18.97 (3%)


Wiley IFRS 2023: Interpretation and Application of IFRS Standards: List Price: ￥1,162.50

￥1,127.63 Save ￥34.88 (3%)


Hong Kong Company Secretary Checklist, 2nd Edition: List Price: ￥1,283.40

￥1,244.90 Save ￥38.50 (3%)


Hong Kong GAAP: A Master Guide to Financial Reporting Standards 2023 (17th Edition): List Price: ￥1,395.00

￥1,353.15 Save ￥41.85 (3%)


Taxation in Hong Kong: A Practical Guide 2023-2024 (9th Edition): List Price: ￥1,283.40

￥1,244.90 Save ￥38.50 (3%)

“

Ordering from Professional Bookshop is fantastic, quick delivery great products, great customer service Siti L.
This is a great bookstore and have had no problems with them and all my orders have come on time and in good condition. Yang X.
Everything is perfect. Fast delivery. I highly recommend this website to all my friends and colleagues. Thanks Hoi Man L.
So thankful I am receiving all my books, thank you to all for a great service and excellent products Clinton K.
Professional Bookshop is amazing! I've been a loyal customer for over 5 years. Returns are easy to request, book or delivery complaints are taken seriously and the customer service team is friendly and patient. Mick D.
I wanted to informed you that the customer service is excellent. They were so polite and nice. I would continue to buy books from Professional Bookshop. Jingsong C.
Fast and quick service. Easy transaction method, arrived sooner than expected. Excellent packaging and the books received are in perfect condition! Thank you very much! I love the book and its quality. Saori B.
I can order any accounting books from worldwide from Professional Bookshop. Love this website and save my time to search from internet. Lingxiao R.
It is just so easy to find what you are always looking for and sometimes you can even find it up to 80% off what you would in the normal store. Graeme R.
I love shopping on Professional Bookshop! They have a wide range of accounting book with competent prices. Free shipping in Hong Kong is also really handy! Fergus Y.
Professional Bookshop is a great bookstore, I must say. Buying books in Professional Bookshop is so easy, great and reliable. It is highly recommendable. Deborah D.
A great site to shop accounting books and everything and with discountable prices. It’s my first choice whenever i want to shop something. Most trusted site. Zeng Z.
I found the books I needed and at a very low price. I am very happy and will definitely use it in the future Brian W.
I have been using Professional Bookshop for a while now. I am very impressed with customer service and delivery. When I need to have a return it is done very diligently. Olivia L.
Professional Bookshop is my default go to for finding the best prices and reading details of law books before buying. Detailed book description is very helpful. Tracy W.
I've been using Professional Bookshop since 2011 and they actually great, I always received great service and my book arrives on time. Lisa C.

所有书籍

Trust Practitioner's Toolkit

Free delivery Hong Kong?

详细

你可能需要

What Our Customers Say?

所有书籍

Trust Practitioner's Toolkit

Free delivery Hong Kong?

详细

你可能需要

What Our Customers Say?

video title