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Justin Patten's Dates for MBL Seminars Have Been Extended

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​