Private Client

Trusts Under the Spotlight

August 26th 2026

Virtual Seminar

Trusts Under the Spotlight: How to Manage Compliance Risks

August 26th 2026

2pm - 5pm

Speakers: Lorna Christine

Virtual Seminar

Book Now

£180+VAT

3hrs CPD

Scottish trusts are facing increasing compliance obligations, driven by a global push for transparency and a continued focus on tackling tax evasion. CRS, FATCA, TRS and AEOI — the list of requirements continues to grow, creating real challenges for trustees and their advisers.

This session will help you understand how these regimes operate in practice and how to ensure your clients remain compliant in an increasingly complex area.

Topics covered are as follows:

  • Trust Registration (TRS)
  • FATCA / CRS
  • AEOI
  • Trust creation
  • Trust drafting
  • Key clauses
  • Tax considerations
  • Mitigating risk in ongoing trust management
  • Interaction with other trusts and personal assets
  • Removal of problematic trustees
  • Lorna is a Partner in Blackadders' Private Client team.

    Based in the Dundee office, Lorna has over 20 years of experience in the private client field. She gives advice on all areas of private client including wills, powers of attorney, administration of estates, inheritance tax planning and creation and administration of trusts.

    She enjoys building long term relationships with clients and aims to give practical, straightforward advice in an area of law that is increasing in complexity.

    Lorna sits as a Trustee on a number of charitable trusts and is a board member of Tenovus Tayside & North East Fife. She is a former module organiser and tutor on the Diploma in Legal Practice at Dundee University and a former examiner for the Society of Trust & Estate Practitioners.