"Running and amending existing trusts post FA 2006"

Speaker: Gill Steel
Date: Tuesday September 25th 2007
Time: 5:30-6:30pm (1 CPD hour)
Level: intermediate/updating

Lecture Description

AIMS

*To outline for practitioners the practical consequences of FA 2006 on trusts which were in existence at 22 March 2006 and to suggest cases where advice needs to be given on changes which may be required or which apply

OUTCOMES

* Practitioners will be able to update information given to clients and review their administrative routines

AGENDA:

• Interest in possession trusts
  • When will Transitional Serial Interests arise?
  • When might they be created?
  • How will the trust be affected by additions to the trust fund
  • HMRC views following STEP/CIOT correspondence
  
  
  
• Accumulation & Maintenance trusts
• Checks which should be made
• Choice of actions applicable before 6 April 2008
• Effect of making a change
• Effect of doing nothing

Gill Steel

Gill Steel is a Director of LawSkills Ltd., a consultancy and training-provider to professional service firms providing help and advice on strategic planning, business focused training, IT training, client care, people issues and skills development.

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Suitable for

*Solicitors & Legal Executives

*Barristers (New Practitioners/Established Practitioners Programme - other CPD activity courses)

*Accountants (if members of the ICAEW consider that any of our courses qualify as structured CPE within the Institute's guidelines they may count the number of hours X 3 towards meeting their CPE point requirements.)

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