Old Square Tax Chambers is delighted to host a hybrid seminar titled ‘Alternatives to family trusts If conventional trusts are ruled out for IHT reasons,’ to be held on the 25th of April 2023 in the Ashworth Centre of Lincolns Inn from 3:45pm.
James Kessler KC, Mary Ashley, and Jon-Selous Borlace will each be speaking.
If you wish to attend in person, please press accept. If you are attending remotely by our live stream please email [email protected].
Please feel free to forward this email to any colleagues who may be interested in attending.
If this invite has been forwarded to you, please register your interest in attending in person or online by sending an email to [email protected].
This seminar is free of charge.
Seminar Timetable
15:45 – 16:15 – Registration – Tea & Coffee
If conventional trusts are ruled out for IHT reasons – what can be done instead?
16:15 – 16:50: Family investment companies: James Kessler KC
- Alphabet shares
- Dividend waivers
- Private family OIECs
16:50: – 17:25: Family bare trusts: Jon-Selous Borlace
- Tax advantages
- Non-tax advantages
- Powers and duties of bare trustees
17:25 – 18:00: Family investment partnerships: Mary Ashley
- How they operate
- Advantages and disadvantages
- Potential risks
18:00 – 18:15: Questions to the speakers
18:15: Drinks and networking
Drinks will be hosted after the seminar at which members of Old Square Tax Chambers will be present and happy to discuss matters further. If you are unable to attend the seminar but wish to attend the drinks, please do so.
Questions are invited in advance and can be e-mailed to [email protected]
Please follow the link below and subscribe to our YouTube channel watch the most recent Tax Snaxs videos and other topical videos from our members of chambers.
Tax Snax – Episode 16: Budget 2023 – Charities (Speaker Jon-Selous Borlace)
Old Square Tax Chambers YouTube
DISCLAIMER: Nothing in the talks constitutes the giving of advice intended to be acted on without more. They constitute simply preliminary thoughts. Readers or hearers (and their clients) should take independent professional advice before acting or refraining from action.
Seminar Video
Seminar notes
To request notes for this seminar, please contact The Clerks.