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Simon Gore Consulting Ltd

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Changing the terms of trusts

Recorded 9th February

Presented by William Massey QC, Pump Court Tax Chambers


Topics covered;

Why vary settlements?

- To anticipate taxable events  - e.g. vesting of capital; end of trust period

- To eliminate the problems of ‘old’ accumulation and maintenance trusts

- To add powers e.g. to accumulate income to pay IHT

 

Ways of varying without Court intervention

- Use of dispositive powers

- Re-settling on new trusts

 

Court-approved variation - Variation of Trusts Act 1958

- Extension of trust period and accumulation period

- Perpetuities and Accumulations Act 2009

     - Wyndham v Egremont  (2009)

     - Allfrey v Allfrey (2015)

     - DC v AC (2016)

     - Pemberton v Pemberton (2016)

- Who needs to be a party -  A v B (2016)

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Card Payments

CPD

1 hour

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Watching this webinar will help solicitors meet the following requirements set out in the Statement of Solicitor Competence


A2 - Maintain competence and legal knowledge

A4 - Draw on detailed

       knowledge/understanding

Runtime - 43 minutes (mp4)

Notes and slides included