Trust developments in 2023

Recorded on: 13/12/2023


To remind trust practitioners of developments in the trust sector during 2023.


Participants will be able to update their knowledge and apply it to their work.


  • HM Treasury review of AML – as it affects scope and exclusions under TRS
  • Changes to TRS manual and difficult areas
  • IHT100 review
  • STEP resources
    • New guidance on trusts of land notification and protection of trusts
    • Trust Resource Centre launched
    • STEP Standard Provisions 3rd edition released
  • Recent cases:
    • Tax relief on distribution of income – Murphy & Linnett v HMRC [2023] EWCA 497
    • Double trust scheme fails to avoid IHT – Exors Leslie Vivienne Elborne v HMRC [2023] UKFTT 626


Members:  £127.00

Non members:  £175.00

Sole practitioner:  £88.00

All prices ex-VAT

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020 3567 1207
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