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This section priovides you with some useful CPD resources covering the various topics around taxation and trusts to assist you in meeting your professional development needs.

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Taxation and Trusts

From IHT to CGT this section provides CPD resources that consider trust and tax planning.

The order of gifting – avoiding unforeseen inheritance tax

Inheritance tax can be a complex matter to tackle with clients. However, it can become even more complicated where a client requires a ra...

Practical tax issues with adviser charging

Adviser charging has opened up some major tax problems that can make a very substantial difference to the net cost of advice.

Advising on trusts

Trust planning is crucial for most clients, especially high net worth individuals. It is essential that advisers can explain to clien...

The taxation of directors and employees

The taxation of employees has been the focus of much recent legislation.

Practicalities of income and capital gains tax

Paul thomspson, Tax and Estate Planning expert, looks at both Income Tax and Capital Gains Tax seperately and looks at some of the ch...

Inheritance tax

Graham Barton, B&G Training, looks at the various types of transfers, calculations and reliefs associated with IHT planning. He w...

Discretionary trust or nothing? The choice of trust revisited

Trusts continue to play an important part in any estate-planning strategy for high net worth individuals, and most financial planners...

IHT and Trust planning solutions

This session identifies the growing market for IHT and asset protection planning and the solutions for the baby boomers who now ...

Trust business – getting the paperwork right

The good news is that trusts seem to become ever more popular. More investment and life assurance providers seem to be offering diffe...

Inheritance trusts and collective investments

As platform providers begin to follow life offices in supplying trust documentation for their investors, a question will often arise ...