It is critical to review clients’ trust structures on a regular basis to ensure they remain fit for purpose in the light of the client’s current circumstances and changes in the law (including tax law). Key considerations in determining whether a trust is still the best fit for a specific client include the client’s circumstances, the client’s relationships and the client’s risk profile.
This webinar will examine when a trust will continue to be the best fit for a client, when existing trusts should be restructured, and the tax implications of transferring assets (especially property) to and from trusts, and varying, resettling and winding up trusts.
Those practising in the areas of wills, estates, trusts, and private client work as well as general practitioners and legal executives.
Stephen Tomlinson, Principal, Tomlinson Law
Stephanie Irons, Senior Associate in the Trust Team, Davenports Law
Chair:
Tammy McLeod, Managing Director, Davenports Law