Tax and trusts: The order of gifting

Intermediate
Tax and trusts
Accredited
Video
Date:

Tuesday 12th June 2018

Location:

Online

Duration

43 MINS

Avoiding unforeseen IHT. Getting it right for clients that require more than one solution.

Learning objectives

In this session we covered…

  • Looking at the tax and admin problems that trustees face.

Speakers

1
John Haley
Utmost Wealth Solutions

Utmost Wealth Solutions' Technical Sales Manager with nearly 30 years in financial services. John is a Fellow of both the Personal Finance Society and the Chartered Institute for Securities & Investments, as well as being a Chartered and Certified Financial Planner.

Event resources

Watch Video

Download Materials

Utmost has created a page on their website with the slides and CPD certificate

Slides and CPD certificate

Share Event

Explore our resources

Tax and trusts: Wrapper taxation for individuals Tax and trusts
Tax and trusts: Wrapper taxation for individuals
Find Out More
Tax and trust Episode 4 - Pension death benefits Tax and trusts
Tax and trust Episode 4 - Pension death benefits
Find Out More
Tax and trusts: Family Investment Companies Tax and trusts
Tax and trusts: Family Investment Companies
Find Out More
Tax and trusts: Solving trustee trials and tribulations Tax and trusts
Tax and trusts: Solving trustee trials and tribulations
Find Out More
Family Investment Companies and budget tax changes Tax and trusts
Family Investment Companies and budget tax changes
Find Out More
Trust tax calculations and planning Tax and trusts
Trust tax calculations and planning
Find Out More
What's the right order of tax on income? Tax and trusts
What's the right order of tax on income?
Find Out More
Wrappers and tax Tax and trusts
Wrappers and tax
Find Out More
See all Resources