• March 29, 2024

Superhero Webinar 72: The RIGHT Trust for the RIGHT situation (Part 2 of 2)

04dec10:00 am11:00 amSuperhero Webinar 72: The RIGHT Trust for the RIGHT situation (Part 2 of 2)

Event Details

Superhero Webinar 72 is part 2 of using the RIGHT Trust to protect your client’s wealth. We can help you put your estate planning advice in the right gear!

Agenda

• Taxation and Trusts
• When might an entry, periodic or exit charge apply? How can these be reduced or even mitigated?
• When might Capital Gains Tax (CGT) be triggered when putting assets into a trust? How could this be reduced, deferred or even mitigated?
• When might Capital Gains Tax (CGT) be triggered within a trust? How can this be reduced, deferred or even mitigated?
• How can the 45% income tax rate be mitigated by the correct management by the trustees?
• SDLT and discretionary trusts – Standard rates can apply no SDLT for property purchases up to £500K! – how to do it!
• Superhero webinar Quiz!

Register your place on our FREE webinar!

The Webinar commences at 10:00am and finish at 11:00am

Register on Friday 4th December 

 

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Time

(Friday) 10:00 am - 11:00 am

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