About the webinar
Date: Wednesday 18 November 2020
Time: 11.00 - 11.45am
CPD 45 mins (structured)
In this webinar, Kim Jarvis will explain periodic and exit charges under the most common discretionary trust solutions, how these charges are calculated and the responsibilities that a trustee has.
She wil cover:
Chargeable lifetime transfers
- How they apply to different trust structures
- When and how they apply and are calculated
Trustees’ reporting requirements
- HMRC forms
- Trust registration service
About the presenter
Kim Jarvis, Technical Manager for the ican Technical Services team, has supported professional advisers on trusts, taxation and estate planning for over 25 years. She delivers training on market-related topics and is involved in industry groups analysing the impact of new legislation. Kim is an affiliate of the Society of Trusts and Estate Practitioners, an associate member of the CII and was a finalist in the Women in Financial Advice Awards 2020.
Your CPD certificate will be sent to your registered email address on completion of the webinar. If you do not receive this or for any questions please email firstname.lastname@example.org
There is a range of technical material available on our website. For this webinar we suggest the following document: