Trust Resettlement and Vesting: What You Need to Know
With Ned Galloway
1 hour CPD
Learn how trust resettlement and vesting can impact structure, control and tax outcomes for your clients.
Learn how trust resettlement and vesting can impact structure, control and tax outcomes for your clients.
In this session, we cover:
Changes to persons that hold key roles in the trust
Amendments to discretionary trust deeds
CGT consequences of resettling a trust
Why would someone want to amend the terms of the trust?
What happens when a trust vests?