Prudential - Trust Support August 2020
14 August 2020
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.
