Webinar: A Year In The Life Of A Trust
6 April 2022

£40.00£200.00 + VAT

Wednesday 6th April 2022 – 1pm-2pm

Webinar Presented by: Gill Steel, Owner/Director, LawSkills Ltd
Premier trainer in Wills, Probate, Trusts, Tax & Elderly Client

1 hour – SRA Statement of Competence A2

Clear

Aim:

To demonstrate the importance of managing the administration of a UK trust within the tax year and to show trust administrators the benefits of planning their work.

Outcome:

Participants will be able to:

  • Minimise the risk of overlooking deadlines and dates
  • Appreciate the importance of spreading the workflow across the tax year

Agenda:

  • The working year for income tax
  • The significance for trustees
  • The impact on beneficiaries
  • Updating the Trust Register
  • Capital transactions – updating records and paying CGT and/or IHT

Sponsor

thewealthworksThis webinar is sponsored by thewealthworks. Their comprehensive flexible Global Wealth Management Software easily adapts to meet the needs of law firms, accountants, family offices, trust companies, banks and other corporate trustees in the UK or across the globe.