Trusts & taxation
CII/PFS accredited CPD learning that helps take your business forward
Practical Guide putting it into practice
- Gifting for children and grandchildren
- Order of gifting
- Tax reporting for trustees
- Trustee investment
- Multiple trusts - same day additions, related settlements and Rysaffe planning
- Loan trusts: options when dealing with the loan
- Trust IHT charges
- Who pays the tax on bond gains within a trust - decision tree
Thought Leadership our insights on current topics
- The Trust Registration Service – where are we now?
- Loan trusts: don't pay the price when repaying the loan
- How trusts can buck the trend of rising IHT bills
- New HMRC trust register - what do your trustee clients need to do?
- Trust taxation remains unchanged
- Trust registration – on your marks for sweeping changes
- Dividend changes pose new challenges for trustees
- How to keep your clients safe from the new IHT DOTAS rules
- 10 years on from the trust IHT shake-up - past, present and future
- Safe tax planning - the avoidance of doubt