Trusts & Tax
Gifts with Reservation of Benefit – how to get the best for your clientComing soon
Retirement and removal of trusteesComing soon
Preparing your client for tax year end – what they need to do now. Changes coming from 6th AprilComing soon
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
Multiple Dwellings Relief for SDLT – HMRC gets tough
Trust corporations – pros and cons
Proprietary estoppel claims
Bare trusts and the TRS
Pilot trusts – problems and practicalities