UK trust reporting deadline extended as TRS opens to non-taxable trusts

The Trust Registration Service is now open for non-taxable trusts to register, as required by the UK’s implementation of the EU Fifth Anti-Money Laundering Directive. All relevant trusts that were in existence on or after 6 October 2020 must be registered by 1 September 2022. The obligation extends to all UK express trusts and some […]

Products to suit partner and customer needs

Tower Street Finance’s head of underwriting Heather Pollard explains how some of our recent cases have highlighted that sometimes the product our partners and customers think is the right one for them isn’t necessarily the best solution…. By talking the case through in detail we’ve been able to establish a better route for their needs. […]

Uncovering dementia at our latest session

Women in Wills

Heidi Jenkins, Key Relationship Manager from Lawyer Checker hosts the August virtual event – in prep for the upcoming face to face event this month!   The networking group now has over 750 people in the LinkedIn group and regularly meets to provide support, inspiration and business guidance to the members. This month we invited along two very key speaks […]