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Technical articles | 01 Aug 2010
In this second part of a series revising the fundamentals of trusts we look at the interest in possession trust and its current place in financial planning.
Technical articles | 01 Jul 2010
In the June 2010 Newsletter for Trusts and Estates Practitioners HMRC Inheritance Tax and Trusts claim that, following a small review conducted within its division, they concluded that over 80% of tax returns completed for "bare trusts" were found not to be for bare trusts.
Technical articles | 01 Jun 2010
Lifetime pilot trusts have become more popular since the 2006 changes to the tax treatment of trusts. Are there any issues to consider when leaving assets in your Will to a lifetime trust?
News items | 01 Apr 2010
Technical News from the PFS from April 2010.
News items | 01 Mar 2010
Technical News from the PFS from March 2010.
News items | 01 Feb 2010
Technical News from the PFS from Feburary 2010.
News items | 01 Jan 2010
Technical News from the PFS from January 2010.
Syllabuses | 01 Jan 2010
CII syllabus for the Advanced Certficate in Financial Planning 1994 (F10: Taxation and trusts, F20: Personal investment planning, F30: Corporate investment planning, F40: Business management, F50: Marketing)
Technical articles | 01 Jan 2010
The December 2009 issue of the HMRC Inheritance Tax and Trusts Newsletter contains some useful interpretations of HMRC's view on the income tax treatment of settlor-interested trusts. What follows consists, in the main, of the text of the HMRC Newsletter. The bits in italics have been added...

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