IHT in Discretionary Trusts - Unravelling the Complexity of 'Excluded Property Trusts'

Introduction

Taxing Inheritance Tax (‘IHT’) within the relevant property trust framework can already be intricate, but when an excluded property is introduced, the taxation calculations become even more convoluted.

This short webinar will shed light on these complexities, providing guidance on navigating excluded property trusts (‘EPTs’) within a discretionary trust structure.

Through a blend of legislative insights and practical examples, the webinar will equip you with essential knowledge about excluded property trusts in 2024.

What You Will Learn

This webinar will cover the following:

• Excluded property and its implications
• Whether excluded property trusts are always offshore trusts
• The impact of excluded property on UK and non-UK residents
• Practical examples and expert tips for effectively managing excluded property trusts within discretionary trusts

This pre-recorded webinar will be streamed at 12:30pm on Monday 9th September 2024 and will remain available to view by delegates who have registered by then for 90 days.