Trustee Investment

08 May 2026

Bonds as trustee investments - a quick guide
Special considerations of bonds and trusts

06 April 2026

Absolute/Bare Discounted Gift Trust - assessment of chargeable event gains
Where a bond is held subject to an absolute discounted gift trust, are chargeable event gains assessed on the settlor or the beneficiaries or both, and in what circumstances?

17 February 2026

Investment bonds as trustee investments
The suitability of investment bonds as trustee investments - with emphasis on taxation

16 February 2026

Trustee investments: an outline of trustees' powers and duties
The law as it relates to trustee investments

11 February 2026

Trustee investment - what you need to know
The duties in connection with the investment of trust funds

05 February 2026

Taxation of trusts and trustee investment strategies
Trust taxation and its impacts on investment strategies of trustees

02 February 2026

Trustee investment powers
The main trustee investment powers

02 February 2026

Unit trusts, OEICs and investment trusts as trustee investments
When unit trusts, OEICs or investment trusts may be appropriate trustee investments - focused particularly on tax

17 December 2025

Discounted gift trusts and collective investments
Whether discounted gift trusts (DGTs) can be used with collective investments or if they are designed exclusively for insurance bonds

12 December 2025

Discounted Gift Trusts - what you need to know
The ability to make a lifetime gift that is effective for inheritance tax while retaining access to a regular flow of capital payments by using a Discounted Gift Trust