Practical Trusts: How to Use and Tax Plan Them
with Bob Trunchion
When
9:00 am - 9:00 am
Monday 24th June 2019
Where
Online
Book a Place
Standard Member Price
Online Member Price
Non Member Price
Call 01225 460167 or email bookings@whitehorseltd.co.uk
Course Overview
- Brief review of the tax implications of trusts
- Income tax
- Capital gains tax
- Inheritancetax
- Brief review of the more relevant areas of trust law
- Planning points illustrated with practical examples using case studies on how trusts can be used in the OMB, the farm, the HNWI and elsewhere
- Grandparents and other “family planning” trusts
- Will and lifetime planning using
- Flexible life interest trusts
- Discretionary trusts
- Thinking “outside the box” to achieve results
Who Should Attend?
Anyone who will be advising clients, especially in the OMB/farming sector, on “family planning” where trusts could be in point and how to use them to their maximum advantage.
About Bob Trunchion
Bob is a tax partner with MHA MacIntyre Hudson and is the Head of Tax Training at MacIntyre Hudson Advisory Services LLP. He has a wide range of tax knowledge and lectures on a range of subjects including the tax implications of buying and selling companies, capital tax planning, pensions, probate and trusts. He also specialises in niche areas such as solicitors, farmers and the medical profession, has written a Tax Procedures Manual and regularly writes on technical tax subjects. He continues to be involved with clients on both a consultancy and portfolio basis.
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