"Trusts for Disabled & Vulnerable Persons"

Speaker: Gill Steel
Date: November 27th 2008
Time: 1-2pm (1 CPD hour)
Level: updating

Lecture Description

AIMS

*To update practitioners with the developments relating to trusts for Disabled Person made during lifetime post FA 2006 taking into account IHT, CGT and Income Tax

OUTCOMES

* Practitioners will be aware of the choice of trusts for the disabled and their tax consequences

AGENDA:

• IHT definitions and impact for lifetime and on death trusts
• Income tax election for vulnerable beneficiary
• Capital Gains Tax effect
• If disabled but no vulnerable person election made
• If vulnerable person election also made

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.

more information..

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.)

Packs Available

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PAYMENT
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3-5 King St, Brighouse, West Yorkshire, HD6 1NX
DX: 25356 BRIGHOUSE
Telephone: 01484 710571 Fax: 01484 400561

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