Taxation of Trusts

Taxation of Trusts

  • 4 ratings, 97 users enrolled

Course Overview

Trusts offer a variety of ways for clients to manage their assets. There are a number of different types of trusts and they are all taxed differently, which makes this a challenging subject for practitioners to offer advice on, particularly if you do not specialist in this area of private client practice.

During this course experienced trusts practitioner Richard Quenby will provide an overview of the various participants involved in trusts; the settler, the trustee and the beneficiary and will consider the reasons why a trust may be set up.

What are the requirements?

  • Watch 1 hour recorded webinar
  • This course provides one CPD point

Learning Outcomes

  • On completion of this course you will:

    • Be familiar with different types of trusts available
    • Understand how and why trusts are taxed differently
    • Be aware of the issues surrounding beneficiaries paying and reclaiming tax on trusts
    • Understand trustee’s tax responsibilities and be able to advise the client accordingly 

What is the target audience?

  • This course will be of interest to those who wish to improve their knowledge of how the taxation of UK trusts works and will offer guidance on the following forms of taxation; Income Tax, Capital Gains Tax and Inheritance tax and how these impinge upon trustees and trusts.

Categories

Collections

About Instructor - Richard Quenby

Richard was called to the Bar in 1985. For the next thirteen years he practised at the Chancery Bar in Manchester, where he specialised in landlord and tenant, commercial property and insolvency work.

Richard now works as a freelance writer, tutor and lecturer. His published articles have appeared in Estates Gazette, Property Week, Legal Week and The Lawyer. He is also the co-author of Flat Schemes in Residential and Mixed Use Developments, published by Bloomsbury Publishing.

Course Curriculum

recorded webinars

  • Webinar
    01:08:34

Documentation

  • Notes
    30 Page
  • Slides
    8 Page

reviews

  • Very informative but sound quality poor
    7 months ago
    2 years ago
  • Thus CPD reinforces my existing knowledge of trusts and the tax cinsequences of creating them. Awell presented lecture.
    2 years ago
    3 years ago