Type Speaker CPD Hours Level
1.5 IntermediateInformation
Accreditation Information
SRA Competency B


The transfer of assets abroad (‘TOAA’) legislation and its often overlooked companion, the so-called settlements legislation, together contain an impressive array of anti-avoidance legislation designed to prevent the use of offshore trusts, companies and other entities to avoid liability to UK income tax.

These complex and often overlapping provisions must always be considered when you are advising clients on cross border matters, as a failure to do so can lead to unfortunate consequences for the advisor as well as the client.

This new virtual classroom seminar is aimed at professionals who advise in international taxation, or whose work is in a related field, such as trustees, bankers and financial advisors.

It will take you through the main taxation provisions, pointing out the pitfalls as well as the planning opportunities.

What You Will Learn

This live and interactive session will cover the following:

  • Main issues for settlors under the TOAA regime and the settlements legislation, in respect to offshore trusts and other structures
  • How are foundations treated?
  • The protected foreign source income (PFSI) rules, their advantages and pitfalls
  • Problems with loans to and from structures
  • Using offshore companies
  • The taxation of benefits received from trust structures for settlor and non-settlors
  • The interaction of the temporary non-residence rules and general issues for non-residents

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 | 25.01.2022

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

TOAA & the Settlements Legislation - Taxation Provisions, Pitfalls & Planning Opportunities

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9:00am - 10:30am

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Individual licence
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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 information@mblseminars.com for more information.

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