Trust Law Seminar 2: Investment Powers, Taxes & Beneficiaries
Please note that this is a past event. To view our upcoming events please click here
Note: This event is now sold out, if you would like to be added to the waiting list, please contact marketing@bcrlawllp.com
Following on from the success of our first Trust Law Seminar we are happy to announce our second session, Investment Powers, Taxes & Beneficiaries.
In an industry that thrives on precision, strategy, and foresight, staying ahead isn’t just an advantage, it’s a necessity. This exclusive seminar series focusing on trusts is designed for professionals who don’t settle for the status quo. We’re going beyond the textbook definitions and static structures, diving into the unexpected, innovative, and sophisticated applications of trusts that truly make a difference.
Led by our legal experts who bring both technical mastery and real-world insight, these sessions will challenge conventional wisdom, refine your expertise, and spark fresh perspectives. These seminars are designed to enhance understanding of key legal principles and practical applications within the field of trusts.
We are also excited to have as one of our speakers James Collins, Director at BCR Professional Services Limited who will explain how the changes to inheritance tax may impact Offshore Trusts.
This session, titled “Investment Powers, Taxes & Beneficiaries” will explore the following topics:
Trustee’s Investment Powers and Duties.
Anti- Bartlett Clauses.
Changes to inheritance tax (IHT) and impact on offshore trusts.
Receiving and dealing with requests for information by beneficiaries in relation to Trust assets.
📍 Venue: Jersey Museum, Art Gallery & Victorian House, The Ouless Room
📅 Date: Thursday 10th July 2025
⏰ Time: 7:30 – 8:45 AM (Breakfast briefing)
Please let us know of any dietary requirements.
As directors and employees of Jersey businesses providing trustee services, this seminar offers valuable insights to help fulfil your professional roles effectively while staying aligned with legal and fiduciary obligations.
If you would like to attend please register below.
