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Resources on demand

More taxing issues for trusts

After the popularity of our last roadshow, we are back with more on trusts – and there is always so much more!

With end of financial year approaching, there are quite a number of things to turn our minds to, especially in 2023.

In this webinar we build on our roadshow from earlier in 2023 and discuss these questions:

  • ‘Read the deed, read the deed, read the deed’ – but what should you actually look for?
  • End of financial year resolutions: what should they say and what should they NOT say?
  • Traps in beneficiary structures – how do you make sure your beneficiaries are included?
  • What things (other than tax) do you need to think about in making distributions?
  • Has your trust vested, and what are the proposals to extend the vesting date?
  • When do we need appointor/principal consent and do we know who they are?

[Running time: 1 hr ]


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