£90+VAT. (Click here for information on the Flexiticket discount scheme - fees as low as £39.60+VAT per place)

The course will act as a refresher and an update on Trusts and inspire delegates to see the benefits of trusts and why they are still a useful tax planning and practical tool for our clients.  The course will include a review of relevant tax cases to consider when using trusts for all reasons, and will include numerous examples and illustrations to make this a practical and informative course.

General practitioners who already have trust clients and would like to be more proactive in advising them on the tax efficient management of existing trusts.  The course will also benefit practitioners who would like to increase their opportunities for advising clients on how to minimise their current and potential liabilities by using trusts.

• Lifetime planning to minimise IHT
• The use and benefits of trusts
• Creating a trust
• The tax implications of creating a trust
• Managing our trusts
• Illustrations of IHT charges in relation to trusts
• Planning  when to make income and capital distributions
• Ending a trust