Trusts & Tax
Flexible Will TrustsComing soon
Administrative and dispositive powers in Wills & Trusts
IHT planning for High Net Worth Clients – implications and application
Trusts and the RNRB
Safeguarding children’s futures – wills, trusts, and parents’ wishes
Gifts with Reservation of Benefit – how to get the best for your client
Retirement and removal of trustees
Preparing your client for tax year end – what they need to do now. Changes coming from 6th April
Changes to income tax treatment of low income estates and trusts for 2024/2025
All you need to know when advising clients on making gifts – overcoming pitfalls and problems
Bullet proof your will files – a practical guide to stopping probate disputes
Trust developments in 2023
Establishing the deceased’s domicile
Tax investigations
Family Investment Companies – when to use instead of or alongside a trust
