Navigating Offshore Trust Taxation: Practical Guidance for Accountants & Advisers

Introduction

Offshore trusts remain a central feature of international wealth and succession planning, but the rules governing their taxation are complex and continue to evolve.

Designed for accountants, private client advisers and tax lawyers who work with clients holding or establishing offshore trust structures, this new virtual classroom seminar will guide you through the latest developments in offshore trust taxation, including the significant implications of the Finance Act 2025.

Presented by Ben Symons of Old Square Tax Chambers, this practical session combines expert technical analysis with interactive case studies to help you understand the common pitfalls, compliance requirements and effective planning strategies for UK-resident and non-UK resident clients alike.

What You Will Learn

This live and interactive session, will provide you with a detailed understanding of the current rules and planning opportunities surrounding offshore trusts, including:

• The tax and non-tax benefits of offshore trusts
• The impact of the Finance Act 2025 on offshore trust taxation
• How to avoid ‘tainting’ your offshore trust
• Tax-efficient strategies for making distributions from offshore trusts
• How to designate an offshore trust distribution under the Temporary Repatriation Facility (TRF)
• Tax planning considerations when becoming non-UK resident to receive offshore trust distributions

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.