Level Intermediate/Advanced
This course is designed to develop the practitioners understanding of both will and lifetime trusts and will help them to have confidence when drafting trusts as well as running the trust up until the final distribution.
This course will cover:
- What is a trust and why do we use them?
- Creating a valid trust and effective drafting
- Characteristics and features of different trusts
- Taxation (IHT, CGT and income tax)
- Trustees; powers and duties
- Administering a trust effectively
- Changing trustees
- Accounting
- Trust Registration
- Recording decision
- Dealing with mistakes
- Bringing the trust to an end
Can’t make the date/time or need to revisit the training? No problem, booking onto this event means you will receive a link to access a recording of the event at your leisure! The link will be sent within approx 72hrs of live broadcast & be available for approx. 3 months, to view as many times as you wish.