Tax planning via trusts

A detailed look at trust taxation

Accountants, financial advisers, tax practitioners and other professionals.

Discover how, through UK resident trusts, you can achieve practical and tax benefits for your clients, while avoiding the traps set by anti-avoidance legislation.

The speaker will be drawn from a pool of qualified professionals who specialise in this subject. Having worked for leading organisations they will relate the course content to real life case studies.

• the FAO6 and FAO8 changes to the IHT regime.
• trusts for children after FA 2006.
• principal and exit charges on 'relevant property' trusts.
• will trusts, including problems where the main asset is the family home.
• trusts of business and agricultural property.
• trusts of life assurance products.
• capital gains tax and holdover relief for gifts.
• planning to obtain entrepreneurs' relief for trustees.
• impact of the 50% income tax rate on trusts.
• problems arising when dividends flow through discretionary trusts.

The course will start at 9.30am, with registration and coffee from 9.00am, and end at 4.30pm. Lunch and refreshments are provided.

5.5 CPD hours (where applicable)

Delegates are expected to be familiar with the main types of trust and have an outline knowledge of the main income tax, capital gains tax and inheritance tax rules relating to trusts. Delegates not in this position are advised to attend UK trusts - an introduction for finance professionals beforehand.

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If you have any queries please email or phone us on +44 (0)845 026 4722.

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