Managing Financial Life Interests

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What you will learn

  • What financial life interests are;
  • The trustees’ duties in relation to managing these financial life interests;
  • The trustees’ duties where there is a life tenant and a remainderman; and
  • What information the beneficiaries are entitled to have.

About the author

Richard Woods, Bolt Burdon Solicitors

Richard is a Solicitor in the Wealth and Estate Planning department at Bolt Burdon Solicitors. Richard practised as a Commercial Solicitor in the City before becoming interested in the non-contentious private client work. Richard advises individuals on a full range of private client matters such as the preparation of Wills, Lasting Powers of Attorney and the administration of estates.

Richard is also an Associate Member of the Society of Trusts and Estate Practitioners (STEP) and a member of the Private Client Section of the Law Society.

Richard has written the course material on Managing financial life interests.

Please enrol on the course to see materials.