All You Need To Know About Trusts

DURATION:
2 Days
ID:
AYNTKAT
CREDIT:
10 Hours CPD
PRICE

Address

Chancery House, Whisby Way, Lincoln, LN6 3LQ   View map

This is a two day course set at advanced level.

It looks in depth at the different types of trusts and their uses. We will look at practical case studies, decide which is the most appropriate solution and look at the different tax treatments in respect of each solution

1. Formalities of a trust, an explanation of the role of trustee and beneficiary and trustees duties

2. An explanation of the different types of lifetime trust together with sample precedents

3. An examination of trusts set up on death or via Deed of Variation and setting them up

4. An explanation of the different tax treatment for different types of trusts, accounting and trust tax returns

5. A substantial part of the course will examine the practical uses of the various types of trust together with practical case studies, solution driven taking into account the the tax consequences of the solution

6. How to run a trust once it is set up

7. Ancillary trust documents

8. Winding up trusts

9 Where trusts go wrong. Challenges to trust and grounds for setting aside

10.How to make money from trusts

2018 Dates:

23 & 24th January

18 & 19th April

18 & 19 July

17 & 18 October

 

 

About

The primary aims of the College are to secure proper public recognition of the professional status of the Will Writing practitioners and to raise and maintain the standards of knowledge, understanding and competence within the profession. The College regards these aims as mutually inclusive and recognises the diversity of entrants into the profession, the wide range of vocational needs, and the nature and degree of support that is obtained from the organisation of which one is associated.

Contact Us

Email: diane@willwriters.com

Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way
Lincoln
LN6 3LQ

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