29th April 2027

TIMING

COURSE CODE

AP29A7

SPEAKER

Karen Speight

OBJECTIVES

This course aims to provide participants with a detailed review of the latest UK tax implications of creating, operating and ending trusts.

With a focus on practical application and examples, you will gain a clear understanding of:

• the way the rules work and why
• the latest topical issues affecting trusts
• key tax efficiencies relating to trusts
• the common pitfalls in this area and how to avoid them

WHO SHOULD ATTEND?

Anyone advising private clients or owner managed businesses who would like to know the latest rules and issues relating to trusts.

TOPICS

•  Using trusts in 2027
•  Tax treatment of different types of trust including
• Discretionary trusts
• Flexible reversionary trusts
• Interest in Possession trusts
• Will trusts and other post-death trusts
• Trusts for vulnerable beneficiaries
•  Practical considerations when creating a trust and pitfalls to avoid
•  Tax compliance – withholding and reporting
•  Managing and operating existing trusts to minimise tax exposure
•  The interaction of trusts and overseas residents/the FIG regime
•  An overview of relevant anti-avoidance
•  Bringing the trust to an end

VENUE

This course will be available live online. You will be emailed the link to join two days before the course date.

DISTRICT

All

COURSE FEE

 £115+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £67.00+VAT per place).