Trusts

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A trust established in 1994 in favour of the settlor’s minor unmarried son appears to have both possible beneficiaries and immediate beneficiaries

Ten years ago, a settlor set up a discretionary trust and an inter vivos settlement. It has now come to light that capital gains tax retirement relief and holdover claims were not made at that time.

'HMRC need to stop issuing anything about trust offices until this issue is resolved'

JOHN WOOLLEY explains how to make the most of the anti-avoidance rules for trusts

A grandfather set up a trust where the trustees have absolute discretion to appoint to a wide variety of beneficiaries, but ultimately the trust fund is for the benefit of two grandchildren

A father has decided to create a trust to provide for the education of the children of a marriage that is now ending

A property has been held in trust for ten years to provide an income for a widow and her children. The property should now be sold, but there is some concern at how any ten-year tax charge will be paid

Some returns rejected by SA gateway

Processing acknowledgment withdrawn

Public consultation on investment trusts

A non-resident child aged under 18 has been left a share in the residue of the estate of a person who is not his parent. This is contingent on his attaining the age of 18 and, pending that condition being met, his income share is paid to a parent

A client’s company set up an offshore funded unapproved retirement benefit scheme, where the monies have been invested in an offshore bond

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