Trusts & Tax Update

3 hour training course for in-house or conference presentation
This course details recent developments in trust and tax appropriate to the Wills, Probate, Trust & Tax practitioner and apply targeted analysis.

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Description

Disclaimer: LawSkills provides training for the legal industry and does not provide legal advice to members of the public. For help or guidance please seek the services of a qualified practitioner.

Aim

To detail recent developments in trust law and trust tax appropriate to the Trust & Tax practitioner and apply targeted analysis

Outcomes

Participants will be aware of the latest issues affecting trusts and their taxation

Agenda (subject to amendment to take account of new developments)

Trusts

  • Reporting trusts to Revenue authorities
    • FATCA
    • Common Reporting Standard/European Directive on Administrative Co-operation
    • 4th AML Directive
  • Legal Entity Identifier
  • Registers
    • Companies – persons with significant control
    • Trusts – English & French
  • Recent cases

 Tax

  • Residence Nil Rate Band as it affects trusts
  • Changes to deemed domicile
  • Changes to tax treatment of dividends and bank interest
  • Draft DOTAS changes – re Inheritance Tax
  • Finance Act 2016 changes to GAAR
  • SDLT surcharge
  • Recent cases

Enquire About This Course Module

If you are interested in our legal training and would like to know more, why not contact us today on 01962 776442 or fill in the form below:

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