Posted: Friday, 4 January 2019 @ 13:43
This is just to let you know that the seminar that I have been doing for MBL Seminars on Discretionary Trusts and tax has been extended with more venues until the end of October.
The venues are London, Southampton, Bristol, Cambridge, Manchester, Nottingham, Cardif Leeds and Birmingham
To recap,this introductory level course is for estate planning practitioners who wish to further their knowledge of discretionary trusts and their use as an essential tax planning tool. It will include drafting tips to ensure that you are technically expert and have an excellent knowledge of the tax principles in jargon free language.
The course will also include an update of the current law and proposed legislation.
This course will cover the following:
What are discretionary trusts?
What are their key benefits and disadvantages compared to other trusts?
How the Residence Nil Rate Band has impacted on discretionary trusts
The tax implications of discretionary trusts
Drafting discretionary trusts
Key clauses
Managing and avoiding the pitfalls of drafting discretionary trusts
Key legislation and case law to look out for