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Topics Covered:

• Trusts
• Lifetime trusts
• Will trusts
• Interaction with IHT for lifetime planning
• Interaction with death IHT planning
• Capital gains tax
• Income tax

Overview:

Attendees will need to have some knowledge of trusts and IHT. This course will be looking at lifetime chargeable transfers, PETS and the interaction of these with trusts and some IHT planning. At the end of the course delegates will have a working knowledge of some IHT planning with trusts, the interaction with CGT and income tax, and how to conduct a fact find, pilot trusts and asset protection trusts.

Dates:

13 Feb 2013 - Redditch

5 June 2013 - Maidstone

2 July 2013 - Taunton

5 September 2013 - Manchester

6 November 2013 - Chessington

Cost:

SWW Members - £150

Non-Members - £175

5 CPD Hours