Upcoming Webinar: Offshore Trusts – What UK Clients Need to Know Now

Offshore Trusts – What UK Clients Need to Know Now

We are pleased to invite you to our next Charter Tax webinar, taking place at 12.30pm on Monday 14th April. This online session will offer valuable insights into the latest developments affecting UK clients with offshore trust connections, a complex area that continues to evolve under recent tax reforms.

Whether you are a settlor, trustee, or adviser, understanding the implications of these changes is essential for effective planning and compliance. Our experienced tax specialists will present practical guidance and explore current thinking around offshore structures and their role in modern estate and tax planning.

Key topics will include:

• The impact of the new rules for non-dom settlors
  Understanding how recent changes affect trust taxation and planning opportunities for non-UK domiciled individuals.

• The tax impact of settlor exclusion
  When might excluding the settlor from benefit be advantageous – or problematic?

• Tax-efficient investment strategies for trustees
  A look at current best practice for preserving value and managing liabilities within trust portfolios.

• Situations in which an offshore trust remains a useful tax planning vehicle
  Despite increasing scrutiny, offshore trusts can still serve important purposes – we’ll examine where and when.

• The attractions of onshoring an offshore trust
  Exploring the motivations and potential benefits of bringing a trust onshore.

This is a must-attend session for clients, trustees, and professionals involved in cross-border wealth structuring.

Register your place now and join us as we navigate this evolving landscape with clear, actionable insight.