Event Details

Trusts and Estates - the Income Tax and CGT Consequences

Tuesday 24 October 2017 14:00 - 17:15

Registration:            1.45 pm

Venue:                       The Village Hotel, Wessex Fields, Deansleigh Road, Bournemouth BH7 7DZ

Please note there is no charge for BDLS delegates to park at the hotel – they just will need to note the exit code which is displayed in the hotel reception to leave the car park.

Cost:                           £100.00 – Member 

                                  £125.00 – Non Member of BDLS                                                                                                                                                                                                                            3 hours CPD


Many solicitors fight shy of dealing with the income tax and CGT consequences of trusts and estates. However, anyone administering a trust needs to consider very carefully the implications of these taxes and the changes which came into force in April 2016.

This course will deal with the income and CGT consequences of trusts and estates and will be useful not only to those whose knowledge of this area is limited but also those who want a refresher.

The following subjects will be considered:

-           Income tax and CGT liability of PRs and beneficiaries on death;

-           Income tax and CGT liability of trustees and beneficiaries of trusts;

-           Trust for vulnerable persons;

-           Anti avoidance rules;

-           Income tax and CGT implications of bereaved minors' trusts.


This lecture will be presented by JOHN THURSTON, LL.B., TEP, Solicitor.  He is particularly interested in the law relating to wills, trusts, taxation, powers of attorney and elderly clients.  He is the author of “A Practitioner’s Guide to Powers of Attorney”, “A Practitioner’s Guide to Trusts”, “A Practitioner’s Guide to Inheritance Claims” , “A Practitioner’s Guide to Executorship and Administration” and “Estate Planning for the Middle Income Client” all published by Bloomsbury Professional.  He is also a contributor to “Tolley’s Administration of Trusts” and “Tolley’s Administration of Estates”, and contributed a section to “Tax Efficient Will Drafting” published by LexisNexis Butterworths. He is also a consultant.

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