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Using Lifetime and Will Trusts - Inheritance Tax and Capital Gains Tax

Course Outline

An essential review of the inheritance tax and capital gains tax rules applicable when using lifetime trusts and Will trusts.

What the course covers

  • The relevant property regime
  • Settlements with qualifying interests in possession
  • Working with pre-Finance Act 2006 settlements
  • Transitional serial interests

Course Details

Category
Technical
Topics
Wills Trusts Inheritance Tax Planning