Description

Achieving trust objectives in tax efficient ways

From 1 April 2024, the 39% trustee rate is expected to take effect regardless of which polity has control post-election. Now is the time to ask: can trust objectives still be achieved in tax efficient ways?

This webinar will:

• Canvas tax planning options pre-1 April 2024.
• Consider the tax effect of the proposed rules including:
• Distributions to beneficiaries
• Corporate beneficiaries
• Special distributions: deceased estates and disabled beneficiaries.
• How might trusts be used tax efficiently in a post 39% environment.

Attend this webinar for a summary of the proposed tax rules and a discussion of approaches for maintaining the tax efficiency of trusts.

ORIGINAL BROADCAST DATE

24 October 2023

LEARNING OUTCOMES

A good understanding of the existing and proposed trustee taxation rules and approaches to achieving trust objectives tax efficiently.

SUITED TO

Accountants, lawyers, trustees involved with trust taxation.

PRESENTER

Maurits van den Berg, Senior Manager, Taxation Services, Baker Tilly Staples Rodway.