MHA | Using Trusts for Tax & Financial Planning
Using Trusts for Tax Financial Planning

Using Trusts for Tax & Financial Planning

Webinar • 27th Oct 2023 - 1:00pm - 2:15pm

Watch the webinar in full below

Our Private Client Tax team return with another invaluable joint webinar with the ICAEW. Learn how Trusts can be utilised, with practical examples of where different types of vehicles can be used to deliver the most effective outcomes.

Trusts offer a way to protect your assets, such as property, cash or investments and facilitate the transfer of assets to your nominated beneficiaries.

Covering both tax and financial planning aspects, this webinar will look at how Trusts can be used to maintain control of your assets, the tax benefits, and the scenarios where different types of Trusts should be used.

Key points:

  • What are Trusts and how do they work?
  • How are different types of Trusts taxed?
  • Trusts as a key part of your financial planning (eg: life insurance policies, gifts, bond structures).
  • How can Trusts be used in Estate Planning to reduce your Inheritance Tax exposure.
  • Scenario based discussion on how Trusts can be used in Lifetime and Will planning.
  • Other solutions are available.

CPD hours

ICAEW’s CPD Regulations are changing. From 1 November 2023, members and other professionals regulated by ICAEW will need to complete a minimum number of hours’ CPD per year, some of which will need to be verifiable. Attending events like this could contribute to one hour of verifiable CPD, so long as you can demonstrate that the content is relevant to your role.

Risk Warnings / Important information you should read:

MHA Caves Wealth is authorised and regulated by the Financial Conduct Authority (FCA), Financial Services Register number 143715 and is a legally independent financial service and wealth management business who alone takes full responsibility for the advice they provide. Information and comment provided by MHA Caves Wealth on this website is generic in nature and should not be construed as personal financial advice.

This communication is for general information only, is a marketing communication, and is not intended to be individual investment advice, recommendation, tax, or legal advice. The views expressed in this article are those of MHA Caves Wealth or its staff and should not be considered as advice or a recommendation to buy, sell or hold a particular investment or product. In particular, the information provided will not address your personal circumstances, objectives, and attitude towards risk. Therefore, you are recommended to seek professional regulated advice before taking any action.

Tax, Trusts, and Estate Planning Services are not regulated by the Financial Conduct Authority.

Key Risks: Capital at risk. Past performance is not a guide to future performance. The value of an investment and the income generated from it can go down as well as up, and is not guaranteed, therefore you may not get back the amount originally invested.

Investment markets and conditions can change rapidly. Investments should always be considered long term.

This Information represents our understanding of current law and HM Revenue & Customs practice as of September 2023. Tax assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change.

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