The TDF Forum is now post-moderated

Welcome to the Trusts Discussion Forum - a place for practitioners to discuss trust/wills/tax related topics with each other.

The Forum is a publicly accessible moderated mailing list. It is primarily concerned with issues that arise for advisors in the UK although non-UK practitioners may find some discussions useful. Please note that it is not intended as a place for non-professionals to seek advice. If you are looking for professional advice, you can start by looking for a STEP practitioner here https://www.step.org/directory/members

Please read the Forum Guidelines and Help topics to familiarise yourself with the forum.

The Forum was founded by James Kessler KC, TEP in 1998 and is now moderated by Richard Vallat KC, TEP of Pump Court Tax Chambers. Posts are ‘post-moderated’ in order to ensure the Forum is user-friendly and responsive. Please report any abusive or inappropriate posts to the moderators.