Mastering IHT in Discretionary Trusts - Navigating Additions to Relevant Property Trusts

Introduction

Navigating Inheritance Tax (‘IHT’) within the relevant property trust framework can be daunting, especially when contending with additions to the trust.

Whether these additions occur on the same day or otherwise, they introduce complexities that demand careful consideration during taxation calculations.

This short webinar will delve into these complexities, offering practical guidance on effectively managing additions to the trust when computing IHT at various stages, including exit charges and periodic charges incurred every ten years.

What You Will Learn

This webinar will cover the following:

• The impact of additions to relevant property trusts on exit charges during the initial 10-year period
• How additions influence the 10-yearly charge within relevant property trusts
• Strategies for handling additions that pose identification challenges, such as cash injections
• The implications of additions to relevant property trusts on exit charges post the initial or subsequent 10-yearly charge cycles

This webinar was recorded on 12th June 2024

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email [email protected] for more details.