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Personal Injury Trusts - Problem Areas & Practical Guidance

Personal Injury Trusts - Problem Areas & Practical Guidance

Session

8 Jul 2024

1:00 PM ‐ 4:00 PM

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

All prices exclude VAT
Level
Intermediate: Requires some prior subject knowledge
CPD
3 hours
Group bookings
email us to discuss discounts for 5+ delegates

Introduction

Personal injury trusts are a niche area full of traps for the unwary.

This live broadcast session will explain when and how you should advise your clients to consider the founding of a personal injury trust, how to draft them, the problem areas and practical advice and guidance.

What You Will Learn

This live and interactive broadcast will cover the following:

  • A reminder of personal injury trusts:
    • What is a personal injury trust?
    • When are they required?
    • When can they be set up?
    • What can a personal injury trust obtain for the compensated person?
  • Types of personal injury trust
  • Financial advice and investment of personal injury awards
  • Personal injury trusts and the Court of Protection - applying for a PI trust for ‘P’
  • Acting as professional trustee - Trustee Act duties, special investment related concerns and Solicitors Accounts Rules
  • Purchasing property as trustee
  • Death and inheritance tax
  • Problem areas

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.