Barrie Dawson: Advising trustees is a different ball game

Advisers are familiar with advising individuals but when your client is a trustee the standard advice process goes out the window.  In this article, we look at five key points when dealing with trustee clients. 1. Review the trust paperwork When advising individuals you are considering their personal circumstances but when advising trustees the starting point is to review the trust deed. This could be a bespoke trust deed prepared by a solicitor, a standard insurance company trust or it could be a trust created by someone's will.  There may also be supporting paperwork such as deeds...