Taxation of UK Trusts

Course

In City of London

£ 595 + VAT

Description

  • Type

    Workshop

  • Location

    City of london

  • Class hours

    6h

  • Duration

    1 Day

  • Start date

    Different dates available

Introduction to trusts and how they work

Trusts can seem a daunting prospect to tax practitioners with their own tax rules which differ depending on the type of trust involved. HM Revenue & Customs’ perception that trusts are used as tax avoidance vehicles has also seen an increasing body of tax avoidance legislation.

Facilities

Location

Start date

City of London (London)
See map
138-142 Holborn, EC1N 2NQ

Start date

Different dates availableEnrolment now open
Different dates availableEnrolment now open

About this course

Tax practitioners who are new to trusts or those who need a refresher on the subject and those who are completing trust returns or are responsible for advice which involves trusts. The course assumes that delegates will have a based knowledge of personal taxation.

Questions & Answers

Add your question

Our advisors and other users will be able to reply to you

Who would you like to address this question to?

Fill in your details to get a reply

We will only publish your name and question

Reviews

Subjects

  • Taxation
  • Inheritance
  • Trusts
  • Inheritance Tax
  • Tax Avoidance
  • Tax Law
  • Tax Calculation
  • Taxation Law
  • Business Taxation
  • Capital Gains
  • Tax
  • Administrative Trust

Teachers and trainers (1)

Ian  Abrey

Ian Abrey

Teacher

Ian is a Principal in Hillier Hopkins LLP and heads up the firm’s private client department. He is a Chartered Accountant who, after qualifying, moved into tax planning specialising in trusts for private clients in the UK and abroad – a field he has worked in for over 30 years.

Course programme

The aim of this course is to introduce tax practitioners to what a trust is and how it operates and the special taxation rules that apply to trusts. It considers the different types of trust that are found in the UK and addresses the different tax regimes that apply to each of them with worked examples and case studies.

  • Legal and administrative background of trusts
  • Income tax and capital gains tax charges within trusts
  • The tax treatment of beneficiaries
  • The tax position of settlers on creation of the trust and on an ongoing basis
  • The inheritance tax treatment of trusts
  • Important tax planning points and pitfalls

Taxation of UK Trusts

£ 595 + VAT