Course Outline
Using case studies, we will consider: why, when, and which, with an overview of the relevant tax implications of settling wealth on trust.
What the course covers
- Why use a lifetime trust
- Which trust to use
- Pilot trusts - what are these
- What about the tax implications
- What to watch out for
Course Details
- Category
- Technical
- Topics
- Trusts Inheritance Tax Planning
- Duration
- 2.5 – 3 hours
- Delivery
- In-person or online
- Level
- Foundation to mid-level