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Northern Society of Chartered Accountants

At the heart of northern business since 1882

*** Fully Booked*** Making Sense of Trusts – tax & tax planning – a back to basics course with Bob Trunchion

Date: 15 April 2015 09:30 to 12:30

Type: Course, Legal and Regulatory, Tax

Organiser: Tyne and Wear

Many accountants have a fear of trusts. This is not unnatural as they can appear complex. Accordingly they and their clients can miss out on some really useful structures to help protect family wealth and that can achieve tax efficiencies. This is even more important as HMRC clamps down on many areas of tax planning. Delegates need to know a bit about tax but no knowledge about trusts will be assumed as the course is aimed at demystifying the subject matter leaving delegates confident in advising their clients about trusts. Unfortunately, whilst the taxation of Scottish Trusts is similar to that of English and Welsh ones, the trust law of Scotland is very different and cannot be covered as well in just a half day course.

Content will include:

  • Definition of a trust
  • Types of trust
  • Relevant trust law including role and duties of the trustees
  • Overview of the taxation of trusts
  • Taxation of trust income and gains
  • Completion of basic trust tax returns
  • Payments to beneficiaries
  • Basic calculation of trust IHT and how it is being “simplified”
  • Why you should use trusts – a few simple examples
  • The use of alternative structures instead of trusts to achieve similar results

Thinking “outside the box” to achieve results

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Newcastle Gateshead Marriott Hotel Metro Centre

Metro Centre
NE11 9XF

Tel No: 0191 493 2233


Bob Trunchion

Bob Trunchion

As head of tax training at Macintyre Hudson Advisory Services and a consultant for MHA Macintyre Hudson (as a Tax Partner), Bob is ideally placed to bring his expertise to delegates seeking greater understanding of issues such as capital tax planning, the tax implications of buying and selling companies, and trusts and share valuation work. Bob acquired an MSc in Management Science at Imperial before qualifying as a chartered accountant with Coopers and Lybrand – now PwC. Since joining MHA Macintyre Hudson, he has become a recognised authority on the ever-changing tax landscape; with national media keen to solicit his opinion on inheritance tax and other tax related matters.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.