Trustee Investment

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

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

06 November 2025

Practical impact of trustees investment duties
The Trustee Act 2000, which has had a fundamental impact on trustees� duties and powers in relation to investments. What it means in practical terms for those acting as trustees. The practical issues in connection with appointing and retaining an investment adviser by the trustees (but not the issue of trustees delegating the entire investment management of the trust fund to an investment manager). Also, practical issues for advisers to consider

09 September 2025

Bonds as trustee investments
How bonds are taxed when held in trust, including who is assessable to income tax on any chargeable event gain depending on the type of trust created