The Society of Trust and Estate Practitioners. The professional body for trust and estate practitioners worldwide.

Moderators

Sarah Dunn
Sarah Dunn, TEP

Richard Vallat
Richard Vallat, TEP

Welcome to the Trusts Discussion Forum

The Trusts Discussion Forum is a moderated mailing list dedicated to discussion by practitioners of topics relating to the drafting and administration of trusts, wills and other private client issues including taxation.

The forum was founded by James Kessler QC, TEP in 1998 and is now moderated by Richard Vallat, TEP and Sarah Dunn, TEP of Pump Court Tax Chambers.

It is primarily concerned with issues which arise for advisors in the UK although non-UK practitioners may find some discussions useful.

The forum is administered by STEP but is open to members and non-members alike.

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Conditions of use of the Forum

Subscribers contribute to the forum on the following basis:

  1. They accept no liability for any loss to others arising from any contribution they may make to it and they accept that others (including the moderators) make their contribution on the same basis. Caveat user, as it were.
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  4. The moderators reserve the right to remove members from the list in the event of abuse or if there is reason to believe that the email address is defunct.
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