Excellent speakers and content – a must for those with clients with offshore interests

- Danny Clifford, Partner, Ensors Chartered Accountants

Tax Planning With Trusts And Their Alternatives

A thorough examination of the latest developments and trends affecting trusts and their alternatives to exploit future planning opportunities, including foundations, estate planning for clients in the middle east and IHT planning

Introduction

Despite the impact of the 2006 Finance Act, trusts remain a vital weapon in the wealth preservation arsenal, which is increasingly expanding to include various alternative structures. Understanding the tax planning opportunities available to you by utilising these options and keeping up to date with the latest news, views and case law is vital for every tax professional advising on trusts and wealth preservation.

Tolley’s Tax planning with trusts and their alternatives offers a concise overview of the latest trust and tax issues affecting you including:

  • Foundations
  • Estate planning for clients from the Middle East
  • Shari’a law considerations
  • IHT planning
  • BPR and APR
  • Family limited partnerships
  • Latest case law

Featuring practical advice and guidance from some of the best known names in the field, this event will provide an invaluable update on the most pressing topics of the moment. An afternoon focus on alternative structures, which have come to the fore post FA 2006, means you can explore this expanding area in detail and exploit future planning opportunities.

Event details


Date:

Tuesday 24 May 2011

Location:

To be advised LONDON
London

Save £100 off the full price when you book by 29 March 2011!
6 CPD
Hours

Benefits

After this conference you will be able to:

  • Ensure you understand the impact of the 2011 budget and recent case law on tax planning using trusts in Lynton Tucker’s essential update
  • An afternoon focus on family limited partnerships and foundations offers practical case studies from speakers with real world experience of using these structures
  • Make sure you are poised to take advantage of the latest emerging opportunities, including the Far East and the BRIC countries
  • Understand the impact of inheritance tax being brought into the disclosure of tax avoidance scheme
  • Hear from Paul Stibbard on the whys and hows of Shari’a compliant trusts

Who Should Attend

This conference offers an essential overview of the latest taxation issues for anyone advising on trusts including:

  • accountants
  • lawyers
  • wealth managers
  • private bankers
  • family offices