1 day course

11 July 2018

This course is aimed at people wishing to master the inter-relationship between trusts and tax.

It is designed to look at good practice and procedure as well as incorporating issue of law.

£349 + VAT per person, per day

Location: Winchester

6 hours CPD


  1. IHT treatment of trusts
  2. Income tax considerations
  3. Capital Gains Tax treatment of trusts
  4. Maintenance of trust records
  5. Trust Accounts
  6. Example


Participants will have mastered the inter-relationship between trusts and tax and appreciate the way in which accurate accounts supports the effective administration of trusts

This course will:

Enable participants to:

  1. Understand the inheritance tax, income tax & capital gains tax treatment of trusts
  2. Appreciate the reasons why trust records must be accurately maintained
  3. Create useful trust accounts which are understood and fit for purpose by reference to an example

includes this free gift with our compliments

a copy of  the Accounting Guidelines book published by the Society of Trust & Estate Practitioners (STEP)


Booking a place on this Taxation of trusts course is easy

⇒Download the course application form

⇒Complete your details

⇒Email form to sue.sheppard@lawskills.co.uk

NOTE: your place is not confirmed until payment has been received

Any queries, please call 01962 776442

Each LawSkills course will:

  • Use case studies and examples to enable participants to handle a variety of clients and estates situations
  • Focus on good practice, procedures and issues of law
  • Provide course materials that are clear and concise so that you can refer to time and again

By undertaking this course –

  • You will reduce you and your firm’s risk by taking on client matters that you know how to handle confidently
  • You will be able to manage your case load from start to finish with a good understanding of law and practice
  • You will relieve the burden of training from your department so they can get on with their own files
  • You receive bonus gifts that will help you work professionally and efficiently

Why attend a LawSkills' course?

  • Training by Gill Steel personally
  • Small class sizes
  • Comprehensive training/reference materials
  • Complimentary book or voucher available for each course module
  • Option to sign up for our complimentary Monthly Private Client Newsletter
  • Refreshments & lunch each day
  • 6 CPD hours

Private Client courses

you may also be interested in

⇒ Introduction to Trusts

Gill Steel Blog pref

Gill Steel’s courses in Wills, Probate, Elderly & Vulnerable Client Practice, Trusts and Trust Taxation provide clear and comprehensive explanations and practical examples to help reinforce your learning. By attending these courses  you will be ready to hit the ground running with your new-found Private Client skills. Gill has been training lawyers for over 30 years.  See Gill Steel Biography and Private Client Law blog.

Don't take our word for it, here's a selection of our delegates' feedback

  • Your course has really assisted my general understanding of trust’s and tax and provided me with a solid foundation to build upon. The notes you prepared have provided an excellent source of reference and your diagrams aided my understanding of a difficult subject to get my head around.  The ability to ask questions as they came up really help me learn as well.

    Stephanie Greaves (Trust taxation delegate) Robert Barber & Co
  • The well structured course notes, using a chronological timeline which brings in the relevant law and procedure at the appropriate time.  The notes should be a valuable ongoing companion and reference point too.  I felt the course was excellent.

    Dennis Phillips (Wills & Probate delegate) Mayo Wynne Baxter
  • Gill was a very interesting and eloquent speaker and easy to understand

    Serena Welch Delegate from Pearson Hards LLP
  • It was all very useful as it gave me an insight into Mental Capacity & Care Acts.  It gave me enough information to enable me to do my job better

    Tracy Roseblade Delegate from Mogers Drewett LLP
  • Gill was a delight to work with.  She has a thorough knowledge of her subject matter but explained it in a way which was easy to understand (even the dreaded tax element).  Gill also enjoys her subject matter which was reflected in a positive learning experience.  Highly recommend the course.  The course has given me the confidence to move forward to retrain in a new area of law.

    Tracey Watson Wills, Probate & E&V Delegate
  • The course was excellent value for money when compared to the costs of other courses available, the overall course content, written materials provided, and the personal way in which the course was delivered, as opposed to large groups in a conference room.

    Hayley Lowis Wills, Probate & E&V Delegate
  • "Thankfully, when my colleague was explaining some taxation to me today, I actually understood what she was saying so all round it [the course] was a success!" Taxation of Trusts course delegate

    Lisa Tims Assistant Trust Manager, Harcus Sinclair LLP