Tolley's Administration of Trusts

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Written by a team of more than 20 distinguished and leading experts in the field, Tolley's Administration of Trusts provides practical and accessible guidance to all aspects of trust administration.

Published in association with the Society of Trust and Estate Practitioners, this title has been designed to help professionals in this area.

All the important legal provisions are discussed, and a variety of relevant forms, statutory material, precedents and checklists are included to provide practical assistance.

Preliminary Pages

Updating This Service
List of Contributors

The following chapters have been updated:
A1: Introduction to categories of trust
A2: Life Interest Trusts
A3: Discretionary Trusts
A4: Accumulation and Maintenance Trusts, Trusts for Bereaved Minors and Age 18–25 Trusts
A5: Protective Trusts
A6: Trusts for the Disabled
A7: Will Trusts and Trusts on Intestacy
A8: Fully Secret and Half Secret Trusts
A9: Charities and Charitable Trusts
A10: Non-charitable Purpose Trusts

Tables and Index
An updated set of tables and index are included in this issue.
For subscriptions and filing enquiries, see the customer queries information which is printed at the end of the filing instructions which follow this page.
Once it has been circulated to all users of Administration of Trusts, this page may be filed at the front of the binder.

Issue 44, May 2019


Alex Roe , BA, MSI, Client Director, Schroders Private Banking Contributor
Andrew Farley , LLB (Bristol), Partner, Wilsons Contributor
Charles Gothard , LLB (London), Partner, Speechly Bircham LLP Contributor
Charlie Russ , MSc (RAC), Assistant Rural Surveyor, Savills Contributor
 Christopher Parker , LLB, Barrister, HMG Law LLP Contributor
Clive Beer , MRICS, MCIArb, Savills Director, Head of Savills UK Rural Professional Services and UK/International Mediation Contributor
Dawn Goodman , Principal, Withers LLP Contributor
Derek Rawlings , BSc (Econ), FCA, CF, Partner, Rawlinson & Hunter Contributor
Edward Buckland , Managing Director, Head of Fiduciary, Barclays Wealth Advisory Contributor
Edward Reed , MA (Cantab),Partner, Macfarlanes Contributor
Francis Nation-Dixon , MA (Cantab), Partner, Adams & Remers Contributor
Geoffrey A Shindler , MA, LLM (Cantab), Consultant, DWF LLP Contributor
Helen Darling , LLB, Partner, Macfarlanes Contributor
James Kessler , QC, 15 Old Square, Lincoln's Inn Contributor
James Wyatt , MRICS, Head of Valuation, John D Wood & Co Contributor
John Thurston , LLB, Solicitor Contributor
Judith Ingham , MA (Oxon), Principal, Withers LLP Contributor
Julian Lipson , MA (Oxon), Principal, Withers LLP Contributor
 Katharine Landells , MA (Oxon), Solicitor, Withers LLP Contributor
Lynnette Bober , MA (Cantab), ACA, CTA, Director, Private Client Tax, Rawlinson & Hunter Contributor
Mark Curtis , BA (Dunelm), Solicitor, Speechly Bircham LLP Contributor
Mark Ibbitson , Solicitor, Withers LLP Contributor
Martyn Frost , FCIB, Director, Trenfield Trust and Estate Consulting Ltd Contributor
Nicholas Harries , MA (Oxon), Solicitor, Macfarlanes Contributor
 Owen Clutton , BA, LLB, BCL, Consultant, Macfarlanes LLP Contributor
Patrick Cannon , LLB, BCL, CTA (Fellow), Barrister, Tax Chambers, 15 Old Square, Lincoln's Inn Contributor
Peter Hodson , CEDR Accredited Mediator, Solicitor, Peter Hodson International Limited, Guernsey Contributor
Robert Bould , FRICS, CEO, GVA Contributor
Robin Vos , LLB, Partner, Macfarlanes Contributor
Sarah Dunn , MA (Oxon), Barrister, Pump Court Tax Chambers Contributor
Simon Jennings , MA (Oxon), FCA, Partner, Rawlinson & Hunter Contributor
Tim Fullerlove , LLM (Bristol), Solicitor, Wilsons Contributor
Wendy Philips , BA (Oxon), Director, Sotheby's Tax & Heritage Department Contributor