Trust tax calculations and planning

Intermediate
Tax and trusts
Self certified
Video
Date:

Wednesday 13th October 2021

Location:

Online

Duration

1 HRS 1 MINS

A deep dive into trusts and how they are taxed.

Learning objectives

In this session we covered…

  • Settled property grossing up and additions
  • Discounted gift and loan trusts
  • Planning opportunities
  • The order of gifts

Speakers

1
Steve Sayer
Utmost

Utmost Wealth Solutions' Technical Sales Manager with over 20 years’ experience in the international life assurance sector. During this time he has provided tax and trust technical services, specialising in non-domicile and IHT planning. He also has experience of cross-border planning and the development of products for the UK high-net-worth market.

Event resources

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Useful links

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Relevant property regime - part II slides

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