TIMING

COURSE FEE

 £99+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £45.60+VAT per place).

COURSE CODE

OC05A7

SPEAKER

Amanda Fisher

OBJECTIVES

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 trusts 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 to 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

WHO SHOULD ATTEND?

General practitioners who already have trusts 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 to increase their opportunities for advising clients on how to minimise their current and potential liabilities by using trusts

TOPICS

• 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
• Considering lifetime and death tax planning, including the interaction with CGT
• 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
• 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 one is best
• The formalities of ending a trust
• Case study examples throughout

VENUE

Solent Hotel, Whiteley, Fareham

DISTRICT

Southern