What should every Paraplanner know about the Trust Registration Service?

Beginner
Tax and trusts
Accredited
Video
Date:

Wednesday 20th April 2022

Location:

Online

Duration

1 HRS 1 MINS

Learn more about the UK trust registration service requirements for UK taxable trusts and UK express trusts.

Learning objectives

During the session we covered…

  • The Trust Registration Service
  • Taxable trusts
  • Non-taxable trusts
  • How to register
  • Policies issued from Ireland

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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UK Trust Registration Service - slides Your CPD certiticate

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