Trusts & taxation
CII/PFS accredited CPD learning that helps take your business forward
Practical Guide putting it into practice
- Order of gifting
- Gifting for children and grandchildren
- Multiple trusts - same day additions, related settlements and Rysaffe planning
- Trustee reporting requirements
- Trust IHT charges
- Loan trusts: options when dealing with the loan
- Trustee investment
- Who pays the tax on bond gains within a trust - decision tree
Thought Leadership our insights on current topics
- Keeping wealth in the family – saving for children
- Taking the complexity out of the residence nil rate band
- Rising IHT - how trusts can help
- Discretionary trusts and the increased dividend tax rate
- 10 years on from the trust IHT shake-up - past, present and future
- Helping grandchildren achieve a debt-free degree
- Loan trusts: don't pay the price when repaying the loan
- How to keep your clients safe from the new IHT DOTAS rules
- Don’t let clients pay the penalty for missing the TRS deadline
- Getting ready for the TRS