Resources.

09/08/2018 | default beneficiaries, beneficiaries, trusts, BGL CAS 360, integrations, Upcoming Events, Xerocon, Tax Events

Acis All Areas - August 2018

Are Default Beneficiaries a Necessary Evil? Taking a blanket approach is not a good idea
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08/08/2018 | Emily Pritchard default beneficiaries, beneficiaries, trusts

Are Default Beneficiaries a Necessary Evil?

Taking a blanket approach is not a good idea
Emily Pritchard, Legal Services Manager at Acis, shares why taking a blanket approach to default beneficiaries is not a good idea.
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12/04/2017 | Stephen Harvey default beneficiaries, trust, deed, trustee

Haunted by Default Beneficiaries

Incorrect trust deeds remove a trust’s safety net
Join Stephen Harvey in looking at how incorrect trust deeds remove a trust’s safety net
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16/09/2016 | Stephen Harvey beneficiaries, trust deeds, settlor, notional settlor, notional settlor exclusion

Settlors as Beneficiaries?

Avoiding invalid trust distributions
Ever thought about having a settlor of a trust also act as a beneficiary? Stephen Harvey discusses the ramifications of this decision and the best practices that should be implemented.
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16/09/2016 | Matt Neibling beneficiaries, trust deeds, settlor, notional settlor, notional settlor exclusion

When Cheap Isn't Cheerful

The trust deed that ended my morning coffee
Join Matt Neibling in looking at when the race to remove human intervention isn't always key to a cheerful ending
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15/09/2016 | Matt Neibling trust deeds, beneficiaries, Acis client portal

Acis All Areas September 2016

When Cheap Isn't Cheerful
I don’t often choke on my morning coffee, but came close last week when our legal services team showed me a trust deed that had come into the office for review.
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06/08/2015 | Stephen Harvey trust, default beneficiaries

Valid by Default

Am I at risk if I don't name default beneficiaries?
Stephen Harvey from Acis shines a light into the potential risks of not having a default beneficiary in your trusts.
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06/08/2015 | Matt Neibling trusts, beneficiaries

Acis All Areas - August 2015

Do Trusts Need To Die?
We've seen plenty of technical queries coming through recently, particularly around the requirements of trusts. In this issue, we have highlighted some important considerations around these requirements, that may impact the advice given to your clients.
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