UK Trusts - Tax Planning Opportunities Explored

Introduction

This new virtual classroom seminar examines a range of income tax, CGT, and IHT planning opportunities for UK-based trusts and their beneficiaries.

The session is suitable for practitioners who advise UK-resident individuals and their trusts on personal tax matters.

What You Will Learn

This live and interactive course will cover the following:

• Introduction
• Interest in possession trusts
• Mandated trust income
• Inheritance tax and FA 2006
• Settlor-interested trusts
• Accumulation and maintenance trusts
• Discretionary trusts
• Capital gains tax and inheritance tax
• Accumulations of income and FA 2014
• AR and BR - the new landscape
• Other tax planning ideas

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.