Trusts - Tax and Tax Planning
- Level
Trusts - Tax and Tax Planning
Starting dates and places
Description
Course aims and objectives
This course will consider the main taxed impacting on trusts - income tax, CGT, and IHT. It will consider the position of existing trusts and the use of trusts within estate planning - not just for the high net worth individuals but also in the more ‘ordinary' family situations.
The course will include
- Recent legislative changes
- The different types of trust
- Overview of the main taxes on the creation and termination of a trust and during its lifetime
- The transitional rules still existing from the 2006 changes
- Planning with trusts during lifetime and on death
- The use of off-shore trusts
We also provide a key points version of this course. Please click on this lin…
Frequently asked questions
There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.
Course aims and objectives
This course will consider the main taxed impacting on trusts - income tax, CGT, and IHT. It will consider the position of existing trusts and the use of trusts within estate planning - not just for the high net worth individuals but also in the more ‘ordinary' family situations.
The course will include
- Recent legislative changes
- The different types of trust
- Overview of the main taxes on the creation and termination of a trust and during its lifetime
- The transitional rules still existing from the 2006 changes
- Planning with trusts during lifetime and on death
- The use of off-shore trusts
We also provide a key points version of this course. Please click on this link Trusts - Tax and Tax Planning – Key Points for details.
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