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."
This course is designed to be run either as an in-house course or as a training pool title only. For more information on how the training pool works please click on the Quorum Training Pool item in the menu on the left of this page.
To enquire about this course please complete the enquiry form or call our in-house course bookings team on 0207 566 8207.