The second of the major taxes incurred by trusts is Capital Gains Tax. Here, I explain how it works. Location:
Enjoy Your Money
Episode 95 – Income Tax for Trustees
In this video I outline how income is taxed within trusts and when money is paid out to beneficiaries. Location:
Episode 94 – Trust Taxation Overview
Trusts are taxed, just like the rest of us, but if anything even more so. Here I outline the treatment
Episode 93 – Powers and Duties of Trustees II
The rest of the powers and duties of trustees are derived from legal precedent, that is, previous court cases where
Episode 92 – Powers of Trustees
Being a trustee is a big job, and one to be taken very seriously indeed. What you can and can’t
Episode 91 – Non-Vested Interest Trusts
The other main type of trusts are Non-vested Interest Trusts, that is, Discretionary Trusts and Accumulation & Maintenance Trusts. Here’s
Episode 90 – Vested Interest Trusts
The first type of trust you might come across is a vested interest trust, which include Interest-In-Possession, Flexible Power of
Episode 89 – Trusts in Financial Planning: Intro
I covered trusts very basically back in Episode 17, but as they are such an important part of financial planning
I’m a winner!
I’m delighted to announce that I have won the Professional Adviser Financial Education Award for 2011. The award is
