Holding assets in a family discretionary trust is a common and often highly effective answer to the modern structuring conundrum.
But what happens when we want the discretion to end or become more limited, and to provide some kind of fixed or pseudo-fixed interest? Trust splitting has been used as a means to achieving it, but is trust splitting dead after TD2018/D3?
In this webinar we use examples from our files to:
- illustrate situations when the full discretion is no longer appropriate
- discuss whether trust splitting is appropriate and effective, particularly in light of TD2018/D3
- provide alternatives to trust splitting, including cloning and generational transfer provisions.
Who will benefit from this webinar?
This webinar is highly recommended for:
- financial planners
- other professional advisers.