The Trust Register – the need to knows in 2024

Due to the wide scope of the Trust Register (‘TRS’), this webinar catches not only will trusts and lifetime trusts (eg: of life policies) but also joint ownership of assets like residential property. This session will bring you up to date and will look at the latest position and how things might have changed.

The latest guidance, provided by HMRC in the TRS Manual (TRSM) will also be considered with the official understanding of how TRS works along with other thorny issues to make sense of this new practical area.

We will also consider your firms responsibilities under the regulations in reporting discrepancies and what advice should be provided to clients.

You Will Learn:

• An overview of the TRS
• What this means for Estates and Administration
• How variations and appropriations of assets affect the TRS
• Co-ownership issues
• Penalties and reporting discrepancies

Please note, the course fee is per person.

All sessions are recorded and available on demand if you are unable to join live. Please book your place and the recording will be circulated 48 hours after the live session to review on-demand.

Dates:

• Wednesday 4th September

Who Should Attend

All practitioners

Level

All levels