CPD

Trusts - Annual Update

Presenter: Robert Jamieson
16 June 2008
Time: 2.00 - 5.15pm
Location: 66 Wigmore Street, London W1U 2SB

Whom does it benefit? 

Practitioners who advise individuals and their trusts on tax matters. 

What are the course aims and objectives? 

This course examines in some depth a range of income tax, CGT and IHT planning possibilities for UK trusts and their beneficiaries. Particular attention will be given to the new FA 2006 regime. 

The course will cover: 

• Interest in possession trusts 
• IHT and FA 2006 
• Accumulation and maintenance trusts 
• Discretionary trusts 
• Some further thoughts 
• Matrimonial settlements - are they affected by FA 2006? 
• Crowe v Appleby (1975) - a new problem?

CPD: 3 Hours
FEE: £105 plus VAT or 1 ‘Block Booking Place’ (from £52 plus VAT)

For further details:

• Email info@pass.co.uk

• Telephone: 020 7284 4995

• Fax: 020 7284 2966

To book on this course please complete the form below, and an invoice will be sent to you for payment.

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Terms:
A full refund (less 20% administration charge) will be made for cancellations received in writing or by email not less than 15 days prior to the course. Cancellations after this time are charged at the full fee or Block Places treated as utilised.

Please click here for full terms and conditions.