Estate Research: Trusts, Vulnerable persons and Children; the need to knows

10th October 2023 at 12:00 pm - Online

The use of trusts is widespread in both lifetime planning and in Wills, however when it comes to vulnerable people and children care must be taken; for example, what trust is best, and how will the tax rules apply? There is no “one size fits all” and private client practitioners need to be aware of the dangers of simply using “template” documents and not tailoring trusts when necessary,

This 90 minute session will consider:-

  • The different types of trust and their application
  • Taxation treatment
  • Local authority challenges to trusts and Deliberate Deprivation
  • Varying trusts for Children and vulnerable beneficiaries
  • Re LMS and its application


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