CPD Hours Level
Learn Live 1.5 IntermediateInformation
Accreditation Information
SRA Competency B


This new virtual classroom seminar will explain the tax implications of trusts owning property, whether held as an asset for a beneficiary to occupy, or as an income producing asset.

Often the most valuable asset within a trust is property and the interactions of the different taxes can be complicated.

Will trusts often include property to provide a home for a beneficiary but ensuring the capital goes elsewhere on second death. It is vital that testators understand the tax implications of their decisions.

The session will consider both residential and commercial property.

It is suitable for those who provide advice to trustees or individuals on private client matters.

What You Will Learn

This live and interactive session will look at the following taxes and what, if any, mitigation trustees can take:

  • Stamp Duty Land Tax - losing first time buyers exemption
  • Capital Gains Tax:
    • Principal private residence relief
    • When is it available?
  • Income Tax:
    • Paying tax at the most efficient rate
    • What options are there?
  • Inheritance Tax - the instalment option

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.

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Learn Live | 24.07.2023

N/A | 9:00am - 10:30am

Property Ownership & Trusts - What Are The Tax Implications?

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9:00am - 10:30am

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Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at group@mblseminars.com for more information.

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