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Learn Live 3 IntroductionInformation
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SRA Competency B


Families wish to pass on their assets to the next generation in the most efficient way possible, and often use trusts in association with a well thought out will to do so.

It is vital therefore to understand the tax implications of different types of trusts and dispositions that might be recommended to your clients.

This introductory level virtual classroom seminar will explore the fundamentals of the three taxes impacting trusts and estates and consider key lifetime planning issues whilst outlining the core provisions of taxing trusts and estates through examples and case studies.

Tax legislation is increasingly complicated, and the protection of the beneficiary must be foremost in any practitioner’s mind.

If you are a practitioner new to this area, then this session is for you.

What You Will Learn

This live and interactive course will cover the following:

  • Taxation of individuals up to the date of death
  • Income tax in qualifying interest in possession trusts
  • Income tax in relevant property trusts
  • CGT on individuals
  • CGT in qualifying interest in possession trusts
  • CGT in relevant property trusts
  • IHT basics for PRs and trustees

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 | 01.02.2024

N/A | 9:00am - 12:00pm

Taxation of Trusts & Estates - The Nuts & Bolts

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9:00am - 12:00pm

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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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