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A Practitioner's Guide to Trustee Investment

A Practitioner's Guide to Trustee Investment
£60.00
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Paperback - ISBN 9781845925932 / 9781845925932 - £60.00 VAT Free
A Practitioner's Guide to Trustee Investment

Written by Michael O'Sullivan and Tom Entwistle of Stone Buildings, Lincoln's Inn

The law relating to trustee investment was fundamentally altered by the introduction of the Trustee Act 2000. Solicitors, accountants, bankers and other persons acting as trustees are subject to amended statutory duties including the new statutory duty of care. The new regime provides trustees with new powers but imposes a raft of new obligations on them in order to safeguard the interest of beneficiaries. This title concentrates on the powers and duties of trustees in relation to the investment of trust funds. It provides a concise guide to the considerations that a trustee should bear in mind and examines the Act against the background of the old case law that is still relevant and applicable.

Bibliographic detail

ISBN/ISSN: 9781845925932
Publication Date: 2003
Format: Paperback
Availability: In Print

List price: £60

  • Description
Contents
  1. Introduction
  2. The Statutory Power of Investment under the Trustee Act 2000
  3. Express Powers of Investment
  4. Exercise of Powers of Investment
  5. Investment in Land.
  6. Investment on Mortgage
  7. Collective Delegation
  8. Nominees and Contents: Custodians
  9. The Old Law: Trustee Investments Act 1961
  10. Breach of Trust
  11. Pensions
  12. Charities
  13. Taxation Issues

Appendices

  • Appendix 1: Draft Policy Statement and Appointment of Investment Manager Under Section 15(2)(a) Trustee Act 2000
  • Appendix 2: Trustee Investments Act 1961; Trusts of Land and Appointment of Trustees Act 1996, ss 1, 6, 7, 8, 10, 11, 12, 13, 14 and 15; Trustee Act 2000
 



 
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