Course Description: Although trusts are no longer the most tax effective structure, there will be clients who use them for non-tax reasons or who have trusts set up many years ago. This course is a refresher on the tax treatment of trusts and will cover:
· The income tax treatment of trust income
· Capital gains for trusts
· IHT for trusts
· Tax planning ideas – when might you use a trust?
About the Presenter: Ros Martin CTA is a consultant and lecturer covering all aspects of direct tax and Stamp Duty Land Tax. She was an Inland Revenue fully trained Inspector until 2000 when she left to become a consultant advising on tax planning for large and small businesses and individuals as well as dealing with full and aspect enquiry work.
Her clients are mainly small and medium sized accountants and the consultancy work gives a particular opportunity to understand the key issues of concerns for such professionals and consider the practical aspects of the application of legislation.
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