Private Client and Trusts Webinar

Forbes Dawson partner, Laura Hutchinson, will be presenting two webinars on MBL over the next few months. Details of the webinars are as follows:


Advising on Tax Efficient Investments – A Guide for Private Client Advisors

29 January 2019, 12.30 pm

This webinar is aimed at private client tax advisers who help structure their clients’ affairs.

This webinar will help you to advise how a private individual should hold various types of investments to obtain maximum tax benefits. It will look at specific scenarios and circumstances to enable you to offer bespoke advice.

The relevant tax reliefs available to individuals and companies, as well as lower corporate tax rates, will be reviewed whilst taking into account the double taxation of companies. It will also look at the tax implications of ownership of investments personally and through trusts.

For more details or to book a place, please click here.


Property Ownership & Trusts – The Tax Implications Explained

16 April 2019

This webinar will explain the tax implications of trusts owning property, whether held as an asset for a beneficiary to occupy, or as an income producing investment.

These issues will be explained as a case study, giving an overview of the income tax, capital gains tax, SDLT and inheritance tax considerations from creation of the trust to its closure.

It will consider the ramifications of the interest relief restrictions on buy-to-lets, as well as covering long-standing reliefs such as principal private residence relief (including Budget 2018 changes) and hold-over relief.

For more details or to book a place, please click here.




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