UK trusts - introduction for finance professionals
Event type: Mastercourse
Understand the main law and taxation rules relating to trusts, become familiar with the relevant terminology.
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Date
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Location
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Price
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10 August 2012 - 14:00
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London (afternoon only course)
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Price: GBP 299.00
Members: £269.00
Corporate discount scheme: £239.00
+ VAT on all prices
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Who will benefit
Accountants, financial advisers, tax practitioners and other professionals.
No prior knowledge of trusts is assumed.
What you can gain
A sound understanding of the basics of UK trusts.
Speaker Details
Geoff Sykes BA FCA CTA
After qualifying with a small firm, Geoff spent ten years in London with Deloittes, originally as a tax specialist, and later as National Tax Training Manager. For the next twenty years he was a tax partner in a medium sized firm based in Leeds and Kendal, advising a range of business and personal clients on all aspects of tax. He also has experience as a company director and as a director of a retail co-operative society.
Outline
- the characteristics of the main types of trust, and when they are used
- the law governing trustees, including the Trustee Act 2000
- the law on perpetuities and accumulations
- the rights of beneficiaries
- income tax on trusts and beneficiaries, including the impact of the 50% tax rate
- capital gains tax on trusts, including the use of holdover relief on gifts
- inheritance tax implications of the main types of trust, from the perspective of the settlor, the trustees and the beneficiaries.
The course will start at 2.00pm and end at 5.15pm. Refreshments are provided.
3 CPD hours (where appropriate)
Find out more
If you have any queries please email or phone us on +44 (0)845 026 4722.
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