The December 2007 edition of the IHT & Trusts Newsletter is now live on line - See link below.

Link - http://www.hmrc.gov. uk /cto/newsletter.htm. ...
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With effect from 5th November, HMRC will be changing the process for initial payment of IHT where payment is made by cheque. ...
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TACT ANNUAL DINNER


Members please note that this year's dinner has been booked for Thursday 16 October @ Merchant Taylors' Hall.
The speaker will be David Bryon ...
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TACT raised the question of claiming a professional receiver's final fees and PGO fees on winding up a receivership as debts of the estate. As PEP/ISA managers' closing fees are allowable where they are a contractual liability under the PEP/ISA agreement, can a professional receiver's fees be treated in the same way? ...
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HMRC are piloting a change in the way that they monitor of excepted estates ...
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TACT

W J Stephenson,
3 Brackerne Close,
Cooden,
Bexhill on Sea,
East Sussex
TN39 3BT

Phone/Fax: 01424 844144
--------------------------

E-mail:
tact@cooden.fsbusiness.co.uk

Full Members
A / B / C / E / F / G / H / IK / L / M / N / O / P/ R / S / T / UW  / Y
Charity Members
Associate Members

 

Full Members    

Alexander Forbes Trustee Services Limited
6th Floor
Market Square House
St James Street
Nottingham
NG1 6FG
Tel: 01159 411031 Fax: 01159 241869
Web: http://www.uk.alexanderforbes.com/

Bank of Scotland
Trustee Department
Apex House
9 Haddington Place
Edinburgh EH7 4AL
Tel: 0131 5256400 Fax: 0131 5256450

Barclays Bank Trust Company Limited
Osborne Court
P O Box 27
Gadbrook Park
Northwich CW9 7UE
Tel: 01606 313090 Fax: 01606  313005/6
Website:
http://www.bbtco.barclays.co.uk/

Beaufort Trust Corporation Limited
Beaufort House
15 St Botolph Street
London EC3A 7EE
Tel: 020 7247 6555 Fax: 020 7247 5091

BESTrustees Plc
Five Kings House
1 Queen Street Place
London EC4R1QS
Tel: 020 73324100
Website:
http://www.bestrustees.co.uk/

BNP Paribas Trust Corporation UK Limited
55 Moorgate
London EC2R 6PA
Tel: 020 7595 3307 Fax: 020 7595 5078

Burges Salmon Pension Trustees Limited
Narrow Quay House
Narrow Quay
Bristol BS1 4AH
Tel:  0117 9022712  Fax: 0117 9024400
Website: 
http://burges-salmon.co.uk/ 

Capita Trust Company Limited
7th Floor Phoenix House
18 King William Street
London EC4N 7HE
Tel: 020 76487480 Fax: 020 76487499
Website:
http://www.capitatrust.co.uk/

Capital Cranfield Trustees Limited
5th Floor
11 Bruton Street
London W1J 6PY
Tel: 020 76291124 Fax:020 74937694
Website:
http://www.capitalcranfield.co.uk)/

Citicorp Trustee Company Limited
14th Floor Citigroup Centre
Canada Square Canary Wharf
London E14 5LB
Tel: 020 7500 5224 Fax: 020 5877/5278
http://www.agencyandtrust.citibank.com

Clarke Willmott Trust Corporation Limited
Blackbrook Gate
Blackbrook Park Avenue
Taunton TA1 2PG
Tel: 01823 445 377
http://www.clarkewillmott.com/

Deutsche Trustee Company Limited
Winchester House
1 Great Winchester Street
London EC2N 2DB
Tel: 020 7545 8000 Fax: 020 7547 6149

Dickinson Dees (Trust Corporation) Limited
St. Annes Wharf
112 Quayside
Newcastle upon Tyne NE99 1SB
Tel: 0191 279 9643 Fax: 0191 230 8921
http://www.dickinson-dees.com/

Eversheds Pension Trustees Limited
Senator House
85 Queen Victoria Street
London EC4V 4JL
Tel: 020 79194739 Fax: 020 78498744
E-mail: gilesorton@eversheds.com

Fitzwilliam Trust Corporation Limited
10 New Square
Lincoln`s Inn
London WC2A 3QG
Tel: 020 7465 4300 Fax: 020 7465 4400 

G P Noble Trustees Limited
Fourth Floor
Pearl House
5 Friar Lane
Nottingham NG1 6BT
Tel: 0115 934 7000 Fax: 0115 934 7050
http://www.gpntrustees.co.uk/

Halliwell Landau Trustees Limited
St James`s Court
Brown Street
Manchester M2 2JF
Tel: 0161 835 3003 Fax: 0161 835 2994
Website:
http://www.halliwells.com/

H R Trustees Limited
42-62 Greyfriars Road
Reading RG1 1NN
Tel: 0118 958 3683Fax: 0118 958 3437
Website:
http://www.hrtrustees.com

HSBC Trust Company (UK) Limited
11th Floor Norwich House
Commercial Road
Southampton SO15 1GX
Tel: 023 80723790 Fax: 023 80723628

Independent Trustee Services Limited
6 Crutched Friars
London EC3N 2PH
Tel: 020 78957790 Fax: 020 78957701
Website:
http://www.itslimited.co.uk/ 

Island Trustees Limited
Hill House
1 Little New Street
London EC4A 3TR
Tel: 020 7936 3000 Fax: 020 7702 4484 
Website:
http://www.deloitte.co.uk/

Killik & Co Trustees Limited
46 Grosvenor Street
London W1K 3HN
Tel: 0207 3370413
Website:
http://www.killik.co.uk/

Kings Court Trust Corporation Plc
King`s Court
Bath BA1 1ER
Tel: 0845 126 0891 Fax: 01225 466 555
Email:
enquiries@trustcorporation.com
Website: http://www.trustcorporation.com/

Lawrence Graham Trust Corporation
190 Strand
London WC2R 1JN
Tel: 020 7379 0000 Fax: 020 7379 6854
Website:
http://www.lawgram.com/ 

Lloyds TSB Private Banking Limited
The Clock House
22/26 Ock Street
Abingdon
Oxon, OX14 5SW
Tel: 01235 232700 Fax:01235 232795

Messrs Hoare Trustees
37 Fleet Street
London EC4P 4DQ
Tel: 020 7353 4522 Fax: 020 7353 4521 

National Westminster Bank Plc
Trust & Estates
5th Floor Trinity Quay
2 Avon Street BS2 0PT
Tel: 0117 403581 Fax: 0117 403297

Osborne Clarke Pension Trustees Limited
2 Temple Back East
Temple Quay
Bristol BS1 6EG
Tel: 0117 9173566 Fax: 0117 9173567
Website:
http://www.osborneclarke.com/

Pitmans Trustees Limited
47 Castle Street
Reading RG1 7SR
0118 958 0224 Fax: 0118 957 0333
http://www.pitmanstrustees.com/

Prudential Trustee Company Limited
Laurence Pountney Hill
London EC4R 0HH
Tel: 020 7548 3820 Fax: 020 7548 3883

PS Independent Trustees Limited
Charlotte House
2 South Charlotte Street
Edinburgh EH2 4AW
Tel: 0131 225115 Fax: 0131 2203828
Website:
http://www.psitl.com/

Rathbone Trust Company Limited
159 New Bond Street
London W1Y 2PA
Tel: 020 7399 0000 Fax: 020 7399 0050

Royal Bank of Canada Trust Corporation Limited
71 Queen Victoria Street
London EC4V 4DE
Tel: 020 7489 1188 Fax: 020 7329 3484

S G Hambros Trust Company Limited
S G House
41 Tower Hill
London EC3N 4HA
Tel: 020 7597 3000 Fax: 020 7702 9263

Website: http://www.sghambros.com/

Smith & Williamson Trust Corporation Limited
25 Moorgate London EC2R 6AY
Tel: 020 7637 5377 Fax: 020 7631 0741
Website:
http://www.smith.williamson.co.uk/ 

Snow Hill Trustees Limited
1 Snow Hill
London EC1A 2EN
Tel: 020 7334 9191 Fax: 020 76511953
Website:
http://www.moorestephens.co.uk/

Stratton Street Trustees Limited
Lacon House
Theobald`s Road
London W1X 5FL
Tel: 020 7524 6000 Fax: 020 7524 6524

The Law Debenture Trust Corporation plc
5th Floor, 100 Wood Street
London EC2V 7EX
Tel: 020 7606 5451 Fax: 020 7606 0643

The Trustee Corporation Limited
Rutland House
148 Edmund Street
Birmingham B3 2JR
Tel: 0870 8390000 Fax:: 0870 8393001
Website:
http//www.hammond.com

Trident Trust Company (U.K) Limited
7 Welbeck Street
London W1G 9YE
Tel: 020 7935 1503 Fax: 020 7935 7242
Email:
uk@tridenttrust.com
Website: http://www.tridenttrust.com/

Trustee Solutions Limited
3 Colmore Circus
Birmingham B4 6BH
Tel: 0121 200 1050 Fax: 0121 6261040
Website: http//www.trusteesolutions.co.uk

Withers Trust Corporation Limited
16 Old Bailey
London EC4M 7EG
Tel: 020 7597 6000 Fax: 020 7597 6543

Charity Members

Cancer Research Uk

Princes House
37/39 Kingsway
London WC2B 6TP

Associate Members  

BNY Trust Co. Ltd
One Canada Square
London E14 5AL

Entrust Pension Recovery Limited
St. James`s Court
Brown Street
Manchester M2 2JF
Tel: 0870 3658000  Fax: 0870 3658001

Independent Pension Trustee Limited
10th Floor,
Beaufort House
15 St Botolph Street
London EC3A 7EE
Tel: 020 7772 5823 Fax: 020 7247 5091
Website:
http://www.richardsbutler.com/

HSBC plc
Mariner House
Pepys Street
London EC3R 6AE
Tel: 020 7260 0442 Fax: 020 7260 5935

The Law Debenture Pension Trust Corporation plc
5th Floor, 100 Wood Street
London EC2V 7EX
Tel: 020 7606 5451 Fax: 020 7606 0643

The Official Solicitor & Public Trustee
81 Chancery Lane
London WC2A 1DD
Tel: 020 79117127 Fax: 020 79117105
Website:
http://www.offsol.demon.co.uk/

 



TACT

 

Membership Application and Statistical Form

 

When completed, please return to:-

            The Secretary

            The Association of Corporate Trustees

            3 Brackerne Close

            Cooden

            Bexhill on Sea

            East Sussex TN39 3BT                 Telephone/Fax  01424 844144

                                                                        Email tact@cooden.fsbusiness.co.uk

                                                        

Full Name of Organisation/ Company

 

 

Address

 

 

 

 

 

 

Telephone                  Fax

Name and Address of Ultimate Holding Company/Firm

 

 

 

Name and title of Representative of Organisation/Company and address for correspondence, if different

 

Name(s) of Self - Regulating Organisation(s) of which the Applicant is a Member

 

 

TACT Committees in which the Applicant is interested - Delete those inapplicable

Loan Capital

Personal Trusts

Pension Schemes

 

 

Membership Application

 

This organisation applies for membership of The Association of Corporate Trustees and agrees to observe the Constitution and Articles of the Association, and pay such annual subscriptions as are fixed by the Council and approved at the Annual General Meeting. A copy of the latest accounts is attached.

 

Date..............................................20....            Signed.................................................................

Please note: Subscription for the year 2007/8 is £700.

 

 

Other Information about the Corporate Applicant

 

Capital Resources

 

Amount of paid up share capital

as at                                                                                                                                                                                                                       ………………….

 

Value of Shareholders’ funds on last balance sheet   ............................

 

Corporate Structure

 

Is the Company structured as a Trust Corporation?_………………….

 

Board

 

Please describe the length of service and qualifications of the directors ………………….

 

Staff

 

Please describe the seniority, length of service, qualifications and experience of the executive staff directly involved with the trusteeship of:-

 

            a)            Pension Schemes            ………………….………………….………………….

 

            b)            Other Trusts               ………………….………………….………………….

 

Number of Trusteeships

 

Please indicate the size, type and nature of the portfolio of

 

a)            Pension Schemes                           ……….………………….………………….

            (excluding Small Self Administered Schemes)

 

b)         Other Trusts                                      ……….………………….………………….

 

Insurance

 

How much Professional Indemnity cover does the Applicant carry?                         …………………

 

Other

 

1          Do any of the Board members have criminal convictions?                            …………………

 

 

2          Has any been disqualified or suspended as a charity trustee,

            pension scheme trustee or company director?                                              …………………

 

 

3          Has any ever been rejected as an individual by a

            regulatory body?                                                                                         …………………

 



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