Trust Preparation - The Essentials Explored

Introduction

For many private client practitioners, lifetime trusts can feel like a step into deep and potentially treacherous water.

Setting up these settlements requires a specific approach to avoid unexpected tax consequences and ensure that the client’s long-term needs are met.

This short introductory webinar is designed for professionals who wish to gain a solid grounding in this area. It will move past the perceived complexity and provide a sensible, high-level framework for modern trust drafting.

The webinar provides a focused overview to help you identify both the opportunities and the risks for your clients from the outset.

What You Will Learn

This webinar will cover the following:

• Why use trusts (flexibility v fear of complexity)
• Typology overview:
• Bare trusts
• IIP trusts
• Discretionary Trusts
• PI trusts would be included as a subset of the above rather than a separate topic
• Overview of the RPT tax regime - brief outline of entry charges, 10 yearly and exit charges
• Use of the two-year window post death for tax planning
• Case law and common pitfalls
• Drafting anatomy and practical tips:
• Basic layout of a trust
• Important inclusions
• Touching on the basics of when a trust might need to be amended

This pre-recorded webinar will be available to view from Wednesday 9th September 2026

Alternatively, you can gain access to this webinar and 2,300+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.