Tax, Trusts and Deeds of Variation
- 18 March 2021
- 1 hour viewing time
Watch our webinar covering all things Tax, Trusts and Deeds of Variation. Hear from our guest speakers: Martin Portnoy, Partner within the Private Client Services division of Ernst & Young discusses the tax landscape following the recent budget. Whilst, Jim Turner, Trust Specialist at Lloyds Banking Group provides an overview of trusts and deeds of variation.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Any views expressed are our in-house views as at the time of publishing.
This content may not be used, copied, quoted, circulated or otherwise disclosed (in whole or in part) without our prior written consent.
Fees and charges apply at Schroders Personal Wealth.
In preparing this article we may have used third party sources which we believe to be true and accurate as at the date of writing. However, we can give no assurances or warranty regarding the accuracy, currency or applicability of any of the content in relation to specific situations and particular circumstances.
Let's start with a free initial consultation
We'll begin with a free, no obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.