Prudential - Trust Support August 2020

In the last 10 years Inheritance Tax (IHT) receipts have more than doubled. How can you help your clients with potential IHT bills? We've a range of support to help you when planning with your clients.

Tax treatment of discretionary trusts

In 2006 changes to the relevant property regime seen the demise on interest in possession trusts for lifetime gifting and the rise in the use of discretionary trusts. Do you get confused by the fourteen year rule or the order of gifting? Get your periodic charges in a pickle? If so, this is the one for you.

Listen to the webinar and earn 60 mins CPD.

 

The Whats of trusts

Advising trustees is a key area of financial planning. Whilst there’s some similarities with advising individuals giving advice to trustees is a very different animal.

Listen to the webinar and earn 60 mins CPD. Visit the test centre to take the test.

 

Read our series of articles on the top trustee investment questions.


 

What happens to loan trusts when the settlor dies?

This video explains what happens to loan trusts when the settlor dies, including IHT treatment and what happens to the underlying investment held by the trustees.


 

Who is liable for the tax when a bond is under trust?

In this short video we discuss who is liable for the tax on an insurance bond chargeable event where the plan is held under trust.

 

And finally...

If you’d like to know more about our range of trusts please speak to your account manager or visit our Estate Planning hub.