PFS Webinar - Guide to Trusts

The Insurance Institute of Exeter welcome Neil MacGillivray from James Hay Partnership for this guide to trusts.

In this session we will cover:

• Reasons why individuals want to create trusts
• The different types of trust you will come across
• How trusts are taxed
  • Income tax
  • Capital gains tax
  • Inheritance tax

• The privileged tax position in relation to trusts for the vulnerable
• Which trusts need to register with the Trust Registration Service

There will be worked examples in relation to the taxation of trusts.

The link to the event will be sent to attendees by Theresa Atal the day before the webinar.

• Learning Objectives

  By attending this event, delegates will understand:

  • • The different types of trust you will come across

    • How trusts are taxed

    • Income tax

    • Capital gains tax

    • Inheritance tax

    • The privileged tax position in relation to trusts for the vulnerable

    • Which trusts need to register with the Trust Registration Service

Neil MacGillivray

Neil MacGillivray heads up James Hay Partnership’s Technical Support and has over 30 years’ experience in financial services. Neil’s key role is to assist Financial Advisers with technical problems that they may encounter on general tax and trusts issues. Neil is a regular speaker at conferences and contributor to the financial press on tax and trust topics.

He is also a Chartered Banker of the Institute of Bankers in Scotland and was formerly the Chairman of the Association of Member-Directed Pension Schemes.