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STEP spring conference 2015

26 May 2015 / Geraint Jones
Issue: 4502 / Categories: Comment & Analysis , Events

Highlights from the event held at the Queen Elizabeth Centre, London


  • Chris Whitehouse Five Stone Buildings
  • Professor Lesley King LK Law Ltd
  • George Hodgson Society of Trust & Estate Practitioners
  • Lucy Obrey Higgs & Son
  • Peter Rayney Peter Rayney Tax Consulting Ltd
  • Helen Clarke Pitmans
  • Helen Jones BDO LLP

Protection for trustees

Lesley King emphasised the importance of knowing not just the rules that govern trusts but also to ensure that the trust deed has been carefully read to ensure that those rules have not been varied in any way.

It is perfectly acceptable to appoint a beneficiary as a trustee. However Lesley warned that this can create conflicts of interest such as in Berger v Berger [2013] EWCA Civ1305.


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