Countrywide Refresher Training Course.
Venue – Honiley Court Hotel & Conference Centre
Meer End Road, Honiley, Warwickshire, CV8 1NP
Cost - £115 plus VAT. Please note, payment is required at the time of booking.
How to Book – Please contact The New Entrants Team on 01926-514390extension 225payment will be taken over the phone, please have your Debit or Credit card details to hand when you call.
Confirmation of your booking will be sent to you with directions and Accommodation details.
Your speakers for the day are
- Clive Ponder T.E.P & Full member of STEP (Society of Trust & Estate Practioners) Director of Countrywide Legal Services Limited.
- Will Chiles; Senior Help Desk Technician.
Morning Agenda
10.00 – 11.30
The Discretionary Trust Regime
a)Income Tax Rate and how to manage it
b)Periodic & Exit Changes
c)The Rysaffe principles
d)Holdover Relief – what are the rules? – Settlor interested trusts?
The new Perpetuities and Accumulations Act .
11.00 – 11.45
Coffee Break
11.45 – 1.00
The Interest in Possession Trust Regime
a)What is a qualifying IIP and its effect?
b)Can we change the IIP beneficiary?
c)The effect the IIP beneficiary has on income.
d)Options for reducing the IHT liability on the IIP Trust, PET’s & CLT’s
1.00 – 2.00
Lunch
Afternoon Agenda
2.00 – 4.00
Syndicate 1
Lasting Powers of Attorney
Probate
Stamp Duty Land Tax Mitigation
Syndicate 2
How to deal with Business & Agricultural Assets in the Will
Cross Options Agreements
Syndicate 3
How to place assets in to Trust
Property
a) what type of Trust and Why
b) What is an equitable Interest in property
c)Retrospective Trusts of Land and their advantages for reducing CGT
d) Using Principle Private Residence Relief
e) Holdover relief – When can I get it?
Investments
a) What investments to use and why?
b) When are tax returns required?
c) Yearly trustee meeting?