Trust Taxation Intensive Masterclass - August 2020 (3 Hours of CPD)

Develop a comprehensive understanding of core requirements for effective establishment and operation of trusts without having to leave your (home) office...

Information

Trusts have become a viable and widely used vehicle as both an investment and a business vehicle, but the taxation regime governing trusts and trust distribution continue to be fraught with complexity and some elements of uncertainty with some significantly adverse consequences if taxpayers get it wrong. 

This masterclass provides comprehensive coverage of the core requirements for effective establishment and operation of trusts, including family trusts and also the tax advantages and disadvantages of family trusts. 

Specifically, Peter Adams will cover: 

• Key requirements for a valid trust structure at law
• Scope and effect of trust vesting and resettlements
• Core aspects of the income tax and CGT framework governing trusts and trust distributions
• The legal structure and nature of a family trust
• The core requirements for establishment of a family trust
• The key taxation pro's and cons of a family trust, including the scope and impact of family trust distributions tax
• Tips, traps and planning strategies relevant to using trusts, including family trust

What's Included?

• 90 Days of Recording Access (Unlimited Views)
• Instant access to the recording and slides
• 3 hours of CPD + Certificate
  
• Included Q&A session