In the third of the four-part LET’s TALK series, this free webinar from Estates Research presented by Anthony Nixon, a Solicitor, Chartered Tax Adviser, Trust and Estate Practitioner and Consultant, and Helen Forster, a Solicitor and Trusts and Estates Practitioner, will discuss trusts. Highlighting the complexity of trusts as we move forward into the ever-changing modern world, this webinar will touch upon discretionary trusts and life interests trusts, along with discussing the latest case law, including Hall and another (re: Raboni) [2023] UKFTT 32 (TC) and the implications for tax planning.
As two of the most coveted speakers on the topic of trusts, Anthony Nixon and Helen Forster will come together to briefly introduce the key elements of trusts and trust objectives, before opening the floor to discuss issues, topics and questions. The webinar will last for 90 minutes.
Although the speakers will be answering live questions, they will prioritise those that are sent in advance. To get through as many questions and issues as possible, the speakers ask that questions are short and not case-specific. Questions can be sent in advance to info@estateresearchlearninghub.co.uk
DETAILS OF THE WEBINAR
LET’S TALK Trusts with Anthony Nixon and Helen Forster
12 PM – 16 MAY 2023
TAX & TRUSTS / ENGLAND & WALES
https://estateresearchlearninghub.co.uk/upcoming-webinars
If you do not have an Estate Research Learning Hub account, you can create one for free here https://estateresearchlearninghub.co.uk/
About the speakers
Anthony Nixon
Anthony is a Solicitor, Chartered Tax Adviser and Trust and Estate Practitioner and is a Consultant with Paris Smith in Southampton.
With over 40 years of experience in acting for clients in succession planning and associated tax issues, he is recognised as one of the country’s leading experts in inheritance tax and the law and taxation of trusts.
Having advised the executors (behind the scenes) in Graham v HMRC [2018] UKFTT 306, Anthony has been involved with the only currently reported case in which taxpayers obtained business relief for a holiday letting business. He also led the team which successfully appealed to the Supreme Court in Routier v HMRC [2019] UKSC 43 – overturning HMRC’s denial of inheritance tax charity relief on a gift for charitable purposes to be carried out in Jersey.
Helen Forster
Since qualifying in 2009, Helen has specialised in Wills, Probate, Trusts, Tax and Court of Protection matters. She is currently a Solicitor and Trusts and Estates Practitioner. She lectures on the subject throughout the Country with institutions such as regional Law Societies and MBL Seminars Limited and provides in-house training on several subjects.
Helen is a Dementia Champion with Age UK and a member of Solicitors for the Elderly. Additionally, she teaches night classes at Rossett School Adult Learning in Harrogate, giving individuals an insight into how legal documents such as Lasting Powers of Attorney are drafted and pitfalls and problems. Over her career, she has been highly commended twice in the Yorkshire Legal Awards and received an award for second place in the Modern Law Awards 2016 in the category of “Rising Star” in England and Wales.
