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You are here: Course Outline

Trusts - Tax and Tax Planning

Credits:4View Alternative Price Options
Course Code: 2708
No Dates Scheduled
If you would like to book this course please call us on 01752 725700 to discuss your requirements.

Who Should Attend

Partner / Manager and other staff advising on trusts.
The course will act as a refresher and an update on trusts and inspire delegates to see the benefits of trusts and why they are still a useful tax planning and practical tool for our clients.

This course will benefit general practitioners who already have trust clients and would like to be more proactive in advising them on the tax efficient management of existing trusts.  The course will also benefit practitioners who would like increase their opportunities for advising clients on how to minimise their current and potential liabilities by using trusts.  The management of trusts and how to keep them tax efficient will also be covered.

A review of relevant tax cases to consider when using trusts for all reasons, and numerous examples and illustrations make this a practical and informative course.

Course Content

The course will include:

  • The use and benefits of the main types of trust that we have for tax and practical purposes, including trusts to protect assets, family trusts, trusts for children and vulnerable persons
  • The tax implications of creating a trust
  • The use of trusts for tax planning - many examples of why trusts are still a crucial part of tax planning for income tax, capital gains tax and inheritance tax
  • Trusts for the business
  • Trusts for investment bonds and life assurance
  • Managing our trusts and minimizing income tax and capital gains tax,
  • Trustees expenses
  • Illustrations of IHT charges in relation to trusts
  • Planning when to make income and capital distributions – compare which method is best
  • The formalities of ending a trust
  • Case study examples throughout

Please click on this link Trusts - Tax and Tax Planning – Key Points for details.

The course outline above relates to the 2017 course only. The course content for any webinar recordings prior to 2017 may vary.