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Trustees' Powers of Appointment, Application and Transfer

Course Outline

An in-depth consideration of Trustees' powers of appointment, application and transfer.

What the course covers

  • Recognising the powers available to Trustees
  • How to decide which power to use
  • What about "wide" and "narrow" powers of appointment – how to recognise whether a power of appointment is a wide or a narrow power and does that matter
  • Using powers effectively
  • Pitfalls and traps, including the potential tax implications of using the different powers

Course Details

Category
Technical
Topics
Trusts Inheritance Tax Planning
Duration
2.5–3 hours
Delivery
In-person or online
Level
Mid-level and above