Periodic Charges Webinar Email Small 1360X784px

Periodic and exit charges

The most common discretionary trust solutions, how these charges are calculated and the responsibilities that a trustee has.

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

Periodic charges

  • How they apply to different trust structures

Exit charges

  • 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.

 

Support

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 clukmarkcomm@canadalife.co.uk

There is a range of technical material available on our website. For this webinar we suggest the following document:

Briefing note - Periodic and exit charges