Course description
Families wish to pass on their assets to the next generation in the most efficient way possible, and often use trusts in association with a well thought out will to do so.
It is vital therefore to understand the tax implications of different types of trusts and dispositions that might be recommended to your clients.
Presented by private client expert Julie Bell, this introductory-level virtual classroom seminar will explore the fundamentals of the three taxes impacting trusts and estates and consider key lifetime planning issues whilst outlining the core provisions of taxing trusts and estates through examples and case studies.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Families wish to pass on their assets to the next generation in the most efficient way possible, and often use trusts in association with a well thought out will to do so.
It is vital therefore to understand the tax implications of different types of trusts and dispositions that might be recommended to your clients.
This introductory level virtual classroom seminar will explore the fundamentals of the three taxes impacting trusts and estates and consider key lifetime planning issues whilst outlining the core provisions of taxing trusts and estates through examples and case studies.
Tax legislation is increasingly complicated, and the protection of the beneficiary must be foremost in any practitioner’s mind.
If you are a practitioner new to this area, then this session is for you.
What You Will Learn
This live and interactive course will cover the following:
- Taxation of individuals up to the date of death
- Income tax in qualifying interest in possession trusts
- Income tax in relevant property trusts
- CGT on individuals
- CGT in qualifying interest in possession trusts
- CGT in relevant property trusts
- IHT basics for PRs and trustees
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...