COURSE OBJECTIVES: This course is designed to follow on from the Taxation of UK Trusts course and will consider more advanced aspects of trust tax planning. It will do so through a number of case studies designed to address the issues involved.
COURSE CONTENT
Specifically the course will cover
- Inheritance tax planning in the new trust tax environment
- Interaction of capital gains tax and inheritance tax
- Overseas trust issues including planning for non domiciliaries under the new regime
- Use of trusts in the business context including succession issues
- The alternatives to trusts in tax planning
- Pulling all the threads together - discussion and questions
WHO SHOULD ATTEND
This course is intended for those with a knowledge of basic trust taxation. It will benefit anyone who will be advising clients on trusts and how to use them to their maximum advantage.
"Covered a lot of ground and small group encouraged discussion. Very good."
Would you like this course run in-house? Call us on 0207 566 8207 to find out more