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

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

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!

All Webinars commence at 10:00am and finish at 11:00am

Register on Friday 4th December 
Register on Monday 7th December 

This article was submitted to be published by Countrywide as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly.

With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner.

Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.

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