The Role of Trusts as an Established Tax Planning Tool – June 2026 (Jun 26)
Category: Tax | Duration: 1hr | Tag: VODATSUK26D1S2 | Type: Video | Course Level: Intermediate | Speaker: Barry Jefferd | Date: 16/06/2026 11:10
Course Details
This session is designed to give you a practical overview of the important role trusts can play in effective tax planning, as a well-established and flexible option for managing wealth, protecting assets, and planning for future generations.
We look at the most commonly used trust structures, how they can be used and when they are most appropriate, including the key benefits and considerations. We will also touch on common pitfalls and how to ensure any planning is both compliant and aligned with clients wider objectives.
In this course, we consider the use of Trusts as a tax planning tool to protect wealth and assets, to control who benefits and how further down the line, and to mitigate Inheritance Tax liabilities in some instances.
Key areas being covered
- Common trust structures used in tax planning
- Key benefits/pitfalls of Trusts
- What to consider when deciding if use of a Trust is appropriate
- Trustee duties and obligations
- How do trusts fit in with wider objectives and tax planning
CPD Course Speaker
George Hay Chartered Accountants
Barry Jefferd
Barry Jefferd is the Taxation Partner at George Hay Chartered Accountants, advising on all major taxes with specialist expertise in Capital Gains Tax, Inheritance Tax, Trusts and property/land transactions. He lectures widely for professional bodies and holds qualifications as a Chartered Accountant, Chartered Tax Adviser, and STEP member.
Barry was one of the first accountants in the country to pass the Institute of Chartered Accountants in England and Wales’ probate qualification and now heads up GH Probate Ltd – the probate division of George Hay. He is also a director of GH Wills Ltd, George Hay’s division providing bespoke Will writing services.
He supports other accountancy firms with probate and specialist tax matters, and he is an expert in Share and Business Valuations having appeared in both the High and County Courts as an expert witness. He is currently Deputy President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.
Barry was one of the first accountants in the country to pass the Institute of Chartered Accountants in England and Wales’ probate qualification and now heads up GH Probate Ltd – the probate division of George Hay. He is also a director of GH Wills Ltd, George Hay’s division providing bespoke Will writing services.
He supports other accountancy firms with probate and specialist tax matters, and he is an expert in Share and Business Valuations having appeared in both the High and County Courts as an expert witness. He is currently Deputy President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.