PCP Limited > Our Training Courses 2009 > Tax Planning Using Trusts

Venue: The Halliwell Centre, Trinity College, Carmarthen.
Speaker: Andrew Burgess.

The change to the trust regime in FA 2006 was the most profound change for 20 years and has changed many ideas on IHT planning using trusts.

This course will review the ideas that have emerged to implement the legislation into planning for clients and will also update on any further changes made.

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Immediate post death interest trusts.

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Transitional serial interest trusts.

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Bereaved minors trusts.

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What to do with existing A&M trusts.

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Using trusts in lifetime planning.

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Will planning in the new regime.

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Dealing with the family home.

CPD Hours: 3

09 July
2.00pm - 5.15pm
Carmarthen (view link)

CPD Hours: 3

20 April
2.00pm - 5.15pm
Narbeth (view link)
27 April
2.00pm - 5.15pm
Swansea (view link)

 

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Registered Office: 1 Grange Wood, Grammar School Lane, West Kirby, Wirral, CH48 8BU.
Company Registration Number: 03905318
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