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Webinar - Who to trust for Trusts

Due to this being an extremely busy time of year, we are repeating our in-person event in a webinar format. If you were unable to attend our event at the Holiday Inn, this is your second chance to view the presentations.

If you attended in person, but would still like to see a recording of the presentation and receive the slides, please register for this webinar!

This webinar will cover the following topics:

Appointors: Structuring the Ultimate Control of Discretionary Trusts.

Alasdair Woodford, Principal

• The use and role of appointors

• Expanding the role of the Appointor

• The use and structuring of corporate appointors

Making family trust elections.

Kaitilin Lowdon, Principal Lawyer

• Why make an FTE (or IEE)?

• Challenges in selecting a test individual

• Consequences of getting it wrong

Discretionary Trusts and Small Business CGT Concessions.

Rob Warnock, Principal Lawyer

• 'Connected with' and 'control' issues

• How to utilise the special connection rules for your client's benefit

• Distributions are the key - tips and traps

This event is free and registration is essential.

Please feel free to forward this invitation to your colleagues.

Registrations close at 11am on the day of the webinar

• Once you have registered you will be sent a receipt and a personalised link to access the webinar via Zoom.

• All attendees will need to be registered individually, and you will not be able to share your link.

• Please contact us if have not received your link within an hour of registering.

• This webinar will be recorded and the presentation slides and recording will be emailed to all registered attendees within a week of the event.


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20 August

Webinar - Trusts, Property, and Taxes: What You Need to Know

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18 November

Charity & Not-For-Profit Webinar 2024 Challenges for the sector