The 2025 Trusts Series will provide an in-depth exploration of contemporary issues and evolving trends in international trust law and trust structures. Designed for professionals working with trusts, the series addresses the challenges and opportunities presented by recent contentious cases, the integration of digital assets and cryptocurrency, and the implications of global mobility on trust planning. Participants will gain insights into effective strategies for managing complex family trusts, mitigating risks, and navigating beneficiary disputes. The sessions will also cover forward-looking approaches to intergenerational wealth transfer, sustainable investing, and ethical governance, alongside the essential considerations for trustees in succession planning and the growing role of trusts in philanthropy and impact investing. This series equips attendees with the knowledge and tools to navigate the complexities of trust management in a rapidly changing landscape.
The series is delivered live online via Microsoft TEAMS and recorded where possible. Each webinar provides 1-hour of CPD.
Suitable For
This series is suitable for trustees, fiduciaries, wealth managers, family office professionals and investment managers who are involved in the management, governance, and strategic planning of complex trust structures.
Agenda
Incorporating Digital Assets and Cryptocurrency into Traditional Trust Structures
20 May 2025
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The ambiguity of beneficial versus legal ownership of cryptoassets, and what this means from a trust perspective
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The practical concerns with a trustee maintaining control over cryptoassets they own, and how this interacts with the core trustee duty of safeguarding the trust fund
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Trust, regulatory, and tax concerns regarding the custody of cryptoassets
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The extent to which a trustee can rely on general powers of investment to acquire cryptoassets, or whether an express power is required
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The extent to which a trustee can appoint others to advise on or manage the investment of cryptoassets for the trust
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Determining the situs of cryptoassets
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The Impact of Global Mobility on Trust Planning
30 June 2025
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Managing trusts for beneficiaries with cross-border mobility
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Tax residency and its effect on trust assets
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Complying with multi-jurisdictional regulations
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Trust planning in response to shifts in global migration trends
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Future-proofing trust arrangements for internationally mobile families
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Effective Risk Management in Trust Structures
08 July 2025
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Trusts of the Future: Intergenerational Wealth Transfer Strategies
16 September 2025
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Future-proofing trust structures for wealth transfer
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Managing multi-generational wealth expectations
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The role of family governance in sustaining wealth
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Innovative approaches to preserving wealth across generations
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Leveraging new financial products and services to support long-term wealth sustainability
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Incorporating Sustainable Investing and Ethical Governance into Trust Structures
14 October 2025
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ESG (Environmental, Social, Governance) criteria for trust investments
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Evaluating sustainable investment products for trusts
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Balancing fiduciary duty with ethical investment strategies
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Future trends in ethical governance for trust structures
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Engaging beneficiaries in decisions on ethical investing and governance
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Handling Complex Family Trusts and Beneficiary Disputes
06 November 2025
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Resolving disputes without litigation: alternative strategies
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Balancing competing interests among beneficiaries
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The role of mediators in trust disputes
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Future trends in family governance for trusts
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Strategies for effective communication between trustees and beneficiaries to minimise disputes
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International Tax Planning for Trusts: Key Considerations
27 November 2025
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Navigating tax treaties and international agreements
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Mitigating tax liabilities across jurisdictions
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Trust planning in response to global tax reform initiatives
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The impact of BEPS (Base Erosion and Profit Shifting) measures on trusts
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Best practices for maintaining compliance and optimising tax efficiency globally
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The Role of Trusts in Philanthropy and Impact Investing
02 December 2025
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Structuring trusts for charitable purposes and social impact
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Aligning trust investments with impact investing principles
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Future trends in philanthropy through trusts
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Balancing profit and purpose in trust-managed funds
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Engaging the next generation in philanthropic trust initiatives and impact investing
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The Role of Trusts in Wealth Preservation and Succession Planning
08 December 2025
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Identifying future trustees: key qualities and skills
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Ensuring seamless transition in trustee roles
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Legal considerations in trustee succession planning
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Preparing the next generation for trustee responsibilities
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Adapting to the changing role of trustees in the future
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