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Trustees


28 February 2025
Loan trusts - what you need to know
How a Loan Plan works

13 February 2025
Statutory trusts and absolute trusts
Statutory trusts and absolute trusts, what they are and how they are used

13 February 2025
Life policy trusts - an outline
Reasons for using trusts and types of trust

12 February 2025
Flexible trusts with power of appointment
Key differences between pre-22 March 2006 and post 21 March 2006 flexible trusts with power of appointment

12 February 2025
Discretionary and accumulation and maintenance trusts - a quick guide
Key characteristics of discretionary and accumulation and maintenance trusts

04 February 2025
Tax returns and payment of tax
Which forms and when do the trustees have to submit them to HMRC?

04 February 2025
Taxation of trust income - discretionary trusts
How UK trust income is taxed under discretionary trusts

04 February 2025
Taxation of trust income - general
How UK, and offshore, trust income is taxed

17 January 2025
Trusts for the disabled and vulnerable - IHT and CGT advantages
Preferential treatment for IHT and CGT purposes of trusts for the disabled and vulnerable

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