Scheduled for Friday, May 25, 2012 - 12:30

Historically, trusts have been an essential tool in private client tax planning. However, post implementation of the Finance Act 2006, which introduced radical changes to the way trusts are taxed, they have become less attractive as a means of asset preservation. The Act introduced an ‘up-front’ inheritance tax charge of 20% on almost all lifetime transfers into trusts with a value greater than the nil rate band of inheritance tax.

Our eminent speakers will analyse the pros and cons of different types of trusts as well as considering alternatives to trusts.

This webinar will cover:

• Overview of different types of trusts – pros and cons
• Alternatives to trusts
- Family investment companies and partnerships
- OEICs
- Foundations
• Case law update