Private Client

The Trusts and Succession Bill and the Charities Bill

On Demand


A new landscape for private client law: the Trusts and Succession Bill and the Charities Bill

On Demand

Speaker: Alan Eccles


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3hrs CPD

The Scottish Government has recently published a Trusts and Succession Bill. An essential development for private client lawyers to know about. In addition to this they also recently published a Charities Bill.

This important virtual seminar will cover the key changes solicitors need to know about and will provide practical guidance on aspects of each bill:

On trusts, we have the first comprehensive legislative update to Scottish trust law in over 101 years. The Bill makes improvements to trust law. and there are also points which need further exploration. Once we have the Bill passed and in force, it will be a touchstone for private client practitioners.

For succession law, the Bill makes more limited, targeted reforms. Intestacy laws will change. This Bill when passed will then become a new piece in the Scottish succession law jigsaw.

The Charities (Regulation and Administration) Bill makes a number of updates to charity law in the first real review of Scottish charity law since the key legislation in 2005.

This virtual seminar will cover the following:

  • What is in the new Trusts and Succession Bill?
  • What structure does the Bill give to Scottish trust law?
  • What rules are slated to remain?
  • What new rules are we going to have?
  • What issues should lawyers watch out for in an updated regime?
  • What will it mean for trusts in practice? 
  • What could be the drafting impacts of the Bill?
  • What does the Bill mean for succession?
  • What changes does the Bill make and what does it mean for advice to clients?
  • What is the new succession law landscape... where does the Bill fit into other rules and legislation? 
  • What is changing in charity law? What will the Bill mean for new and existing charities?
  • The event begins at 10am.

    Alan's work covers three main areas: charities, private client and parliamentary matters.

    Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. As part of his private client advice Alan often advises on incapacity law (powers of attorney, court appointed guardianship and other methods of managing the affairs of those less able to do so). This has involved acting in some of the leading Sottish cases on incapacity law and estate and succession planning. A regular commentator on incapacity law matters, Alan's written work has been referred to in judicial decision making. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".

    He was previously a member of the legal staff at the Scottish Law Commission and currently lectures at the University of Strathclyde in property, trusts and charities. Alan has also tutored private client law at the University of Glasgow.

    Alan was a member of the Council of the Law Society of Scotland from 2007 to 2009 and the Society's Education and Training Committee from 2007 to 2012. He is currently a member of the Society's Charity Law and Mental Health and Disability Law Committees.