Being a trustee or a professional adviser can be tough at times.
For trustees, the duties and obligations are onerous. For professional advisers, there are a lot of things you need to be thinking about and doing. It’s hard to do it on your own.
Who’s championing your best interests as a trustee or adviser?
Lindsay Pope helps trustees and professional advisers get set up and stay on track. Services include:
If you need to build capability, awareness and confidence, contact Lindsay for a complimentary initial ‘no obligation’ conversation to discuss your situation!
“Lindsay has provided us with a mechanism to proactively meet with clients to discuss their trusts and forward plans. Our clients have seen real value in the issues raised. I highly recommend Lindsay’s services.”
Hugh Bowden, Chartered Accountant, Auckland
Professional Trustee Best Practice - CCH Learning Webinar (November 2017)
Trust Administrator Best Practice - CCH Learning Webinar (September 2017)
Understanding the New Trusts Act – Institute of Financial Advisers Webinar (June 2017)
Enhancing Trustee & Beneficiary Relationships – CCH Learning Webinar (May 2017)
Optimising Professional Trust Services – CCH Learning Webinar (March 2017)
Estate Planning Observations & Trends - Estate & Taxation Planning Council NZ (March 2017)
The Challenging & Changing World for Trustees – TEO Training Ltd national roadshow (February 2017)
10 Strategies for Trustee Success - Trustworks seminar series (February 2017)
Optimising Professional Trust Services - CCH Learning Webinar (March 2016)
Professional Trustee Due Diligence – CAANZ Trust Special Interest Group (March 2016)
Reducing Trustee Risk Through Good Trust Practice - CCH Learning Webinar (October 2015)
Managing Investment Decisions as a Professional Trustee - CCH Learning Webinar (August 2015)
Optimising Professional Trust Services - CCH Learning Webinar (December 2014)
Estate Management – Society of Trust & Estate Practitioners (STEP) (December 2013)
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