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It's a Matter of Trusts . . .
An Introduction to using Trusts in Basic IHT Planning

A Presentation by
Kevin S Slevin CTA(Fellow) ATT TEP
Slevin Associates
Reading
12 December 2006

These lecture notes cover the subject of using trusts to minimise your tax liability.

The notes are quite long, so they are presented as the 3 chapters below.

We hope you find this information interesting. Please contact us if you have any questions...

1. NEW TRUSTS: Lifetime Tax Planning
2. The Basics of Trusts
3. Taxation: what is all the fuss about?
   • Example 1
   • Example 2

Disclaimer

Theses notes are intended as an aide memoir to aspects of the first part of today's presentation and must be read in conjunction with the accompanying PowerPoint slides.

Neither the notes nor the slides are intended to be exhaustive and they should not be used as the basis for advising a client to take or refrain from taking a particular course of action. Expert advice should be sought from a solicitor before establishing (or indeed seeking to wind up) a trusts.

Kevin S Slevin 12.12.2006