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*Using Trusts and Will Trusts Proactively in 2008/09

Online Catalogue | LECTURES 2008 ALPHABETICAL | *Using Trusts and Will Trusts Proactively in 2008/09


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*Using Trusts and Will Trusts Proactively in 2008/09

Date: October 23rd
Time: 1-2pm (1 hour CPD)
Speaker: Matthew Hutton
Level: intermediate/advanced/updating

Lecture Description

Aim
To review the principal planning points current in the professional world for tax-efficient use of trusts and Will trusts.

Outcome
Practitioners advising private clients on trusts and Wills will be more confident of feeling on top of present developments in a fast-moving world.

Agenda

Given a nil-rate band of £312,000, the options for IHT-efficient creation of trusts
HMRC practice on the FA 2006 'alignment of trusts'
The relevant property regime: some tips and traps
Settlor-interested trusts: the CGT and income tax impact
Trust management expenses in the light of the ongoing Peter Clay litigation
Interest relief and trustees - a surprising omission?
IHT: the transferable nil-rate band and matters of drafting
IHT: the transferable nil-rate band and multiple spouses
IPDIs: the advantages over outright gifts
Will trusts for children: balancing the fiscal merits of four different structures
IHT: reporting requirements - de minimis limits updated

Matthew Hutton
Matthew Hutton is a non-practising solicitor (admitted 1979) and chartered tax adviser who now devotes all his professional time to lecturing and writing on taxation. This will be his ninth presentation for CPD4Lawyers.

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 meeting towards their CPE point requirements.)

Packs Available

PACKS AVAILABLE INCLUDE:

A. ATTEND ONLINE LIVE LECTURE

*ONE PERSON
Price: £70

*FIRM
Price: £130

A firm booking allows ANY NUMBER of people to watch the lecture (on ONE computer or projected onto a screen).

Please note, notes and PowerPoint slides are emailed to delegates attending the live lecture

Before the lecture, you can learn the basics about the Live Classroom environment from this short Flash tutorial:

Click here to learn about our live online classroom

B. CD RECORDING PACK

Watch the lecture on your computer
No additional software or installation required.
Unlimited viewing (NOT time locked)
Lifetime guarantee

Price: £68.60

C. DVD RECORDING PACK

Watch the lecture on your TV
(Also compatible to watch on a Macintosh computer)
Unlimited viewing (NOT time locked)
Lifetime guarantee

Price: £68.60

All packs include notes & slides.
**FREE POSTING**
No VAT payable

BOOKING INFORMATION

HOW TO BOOK

For details on how to book, please click on the following link:

http://www.probatesection.org.uk/pages/events/list#Event104

Online Catalogue | LECTURES 2008 ALPHABETICAL | *Using Trusts and Will Trusts Proactively in 2008/09