Gill Steel

About Gill Steel

Tel: 01962 776442


Gill is a compelling seminar and conference speaker both in house and at public events with a strong gift for making Wills, Probate, Trusts and Tax practical, engaging, authoritative and informative. For Private Client Practitioners & Team Leaders Gill offers off-the-shelf & bespoke training for individuals, organisations and local and national professional bodies.

Author Archive | Gill Steel

Gill Steel

The SRA decides to abolish CPD from November 2016 – what now?

The SRA regulates entities and recognised sole practitioners. Leaving aside the latter for the moment, as a regulator of an entity the professionalism of a group within the entity i.e. solicitors, is not what is solely at stake here. If the entity is to provide a competent service for clients then ALL personnel need to be competent.

LawSkills Law | Tax | Wills | Probate | Trusts Book review

A Clinician’s brief guide to the MCA (Brindle, Branton, Stansfield & Zigmond) – Book Review

This is an easy-read guide to understanding those parts of MCA 2005 which clinicians need in their daily practice.

Gill Steel

Avoid unnecessary penalties – read HMRC’s Trusts & Estates April 2014 Newsletter

The April 2014 Trusts & Estates Newsletter is now available off the HMRC website. It is as usual a helpful update of some of the developments in policy and practice from HMRC

Gift with reservation of benefit – Buzzoni v HMRC [2013] EWCA 1684

This case dealt with a gift from mother to sons of her leasehold flat. It considered whether or not the existence of a ‘good repair’ clause in her favour (as the owner of the head lease) in the under lease she granted to the trustees of a trust created for the benefit of the two sons, could constitute a gift with reservation of benefit (GROB).

Gill Steel

What would the SRA like to happen to your training and CPD?

In February 2014 the SRA issued a consultation paper on the future of training. This sought the responses of you and me to their suggested alternative approaches although they stipulated quite clearly the SRA’s preferred option.

Gill Steel

Foreign Accounts Tax Compliance Act (FATCA) – it does affect potentially ALL UK trusts

FATCA was originally enacted in 2010 and was scheduled to take effect in January this year. This date was later postponed until January 2014 and now it had been pushed back yet further to 1 July 2014.

Gill Steel

Heads? Or Tails? – my January 2014 update

Life can turn on a flip of a coin. Heads up; tails down. Well, my coin fell tails down on 13 January 2014. As part of a treatment for a newly diagnosed condition I had a massive adverse reaction to the drugs prescribed and my life flipped out of control.

Do fees matter? Consultation requiring your response

The Ministry of Justice is consulting on increasing Court Fees including the cost of applying for probate – see

What's the point of new years resolutions

What’s the point of New Year resolutions?

The start of a new year is usually a time of reflection and anticipation. Somehow this year I have not been as conscious of the media encouraging us to make and keep New Year resolutions. Perhaps we have all been too busy keeping our homes and offices dry amongst the gales, rain and flooding, which, depending on your point of view, may or may not be the result of global warming.

LawSkills Law | Tax | Wills | Probate | Trusts Book review

Book Review – ‘Pension Choices – A Tax Guide 2013/2014’

The aim of this book is to assist personal financial planning by summarising the tax treatment of pensions up to the Finance Bill 2013, the law being stated as at 1 July 2013. Writing any textbook on pensions must be a challenge since the law has been altered in every Finance Act since the simplification changes in 2004!