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Trust Resettlement and Vesting: What You Need to Know

Trust Resettlement and Vesting: What You Need to Know

Ned Galloway
With Ned Galloway
1 hour CPD
Difficulty: ADVANCED

Learn how trust resettlement and vesting can impact structure, control and tax outcomes for your clients.

This event has ended.

Missed the event? Watch the replay video to catch up.

Wednesday 29 July 2026
Ended
Online via Zoom

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?