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Where Taxpayers and Advisers Meet

Trustee complaints

Posts: 10
Joined: Tue Jul 26, 2016 2:35 pm

Trustee complaints

Postby tommie12 » Mon Feb 13, 2017 1:37 pm

Who can one complain to about a Trustee of a Trust of which you are beneficiary if you believe that the Trustee is acting in his own personal interests and ignoring the lawful interests of the beneficiary?

section 44
Posts: 4468
Joined: Thu Oct 30, 2008 12:47 pm

Re: Trustee complaints

Postby section 44 » Mon Feb 13, 2017 2:27 pm

the courts

Lee Young
Posts: 2671
Joined: Wed Aug 06, 2008 3:26 pm

Re: Trustee complaints

Postby Lee Young » Mon Feb 13, 2017 2:54 pm

If he is a professional, his professional body!
Lee Young
Solicitor, Chartered Tax Adviser and Trust and Estate Practitioner

Partner, Frettens LLP
01202 491701

Posts: 306
Joined: Wed Feb 08, 2017 2:33 pm

Re: Trustee complaints

Postby AnthonyR » Mon Feb 13, 2017 2:58 pm

As above, but bear in mind that if it's a discretionary trust, they will likely have wide powers to invest and use the funds. On top of that, there is usually no requirement to provide specific beneficiaries with any benefit at all.

You should seek specialist advice on this one (and get a copy of the trust deed!).
Anthony Rogers LLB CTA TEP
Fusion Partners LLP

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