IHT in Discretionary Trusts - A Bite-Sized Guide to Taxing ‘Excluded Property Trusts’

Introduction

Taxing IHT inside the relevant property trust regime can be complicated enough with a straightforward trust.

Throw in an excluded property and the taxation calculations get even more tricky.

This short webinar will address these issues, showing how to deal with excluded property trusts (‘EPTs’), and the impact on these in a discretionary trust.

The webinar will guide you through both the legislation and some practical examples introducing you to what is important to know about excluded property trusts in 2022.

What You Will Learn

This webinar will cover the following:

• What is excluded property?
• Is it always an offshore trust?
• How does it impact UK/Non-UK residents?
• Examples and tips

This pre-recorded webinar will be streamed at 12:30pm on Monday 7th November 2022 and will remain available to view by delegates who have registered by then for 90 days.