CCH - a Wolters Kluwer business
Generation Wealth Management, Pukekohe improves trust management with CCH iTrust Cloud Trust Management Software Before subscribing to CCH iTrust, Generation Wealth Management used a heritage system provided to them by their Trust company. They had identified the ability to continue using this software as a risk to the business and so the directors looked round […]
Read MoreConning Barraclough Chartered Accountants improves trust management with CCH iTrust Cloud Trust Management Software Before subscribing to CCH iTrust, Conning Barraclough used a manual system to manage their clients’ trusts. Graeme Conning explains their rationale for signing up to iTrust, the transition process and the benefits of the new system for the firm and their […]
Read MoreWhat should you look for in a Trust Management System? If you want to protect yourself and your firm against future complaints against your trust practice then it’s vital to keep good records…in one place! Trusts tend to be long-term so it’s often a few years or even decades before you start getting tricky questions. […]
Read MoreCloud storage and software systems are an increasingly common alternative to in-house data storage and software storage. The advantages include flexibility and cost. However, these advantages must be balanced against privacy/confidentiality obligations and the need for certainty that stored documents will retain their original form and content. The New Zealand Law Society’s Practice Briefing: Cloud […]
Read MoreThe two recent Clayton v Clayton judgments have brought a new landscape for attacking trusts. This bulletin from Wolters Kluwer covers the judgment details. The Clayton v Clayton (Claymark Trust) judgment concerned the successful appeal by Mrs Clayton from the decisions by the courts below, not to make an order against the Claymark Trust under […]
Read MoreWhy you’re at risk if you’ve abandoned your clients’ gifting programmes When gift duty was abolished in 2011, many lawyers and accountants abandoned their clients’ gifting programmes and in the process many also stopped holding annual trustee meetings. However, this has thrown up some significant issues and shown the risks for professional trustees of not taking […]
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