October Tax Surgeries for Liverpool and Manchester

Manchester

Tuesday 2nd October 2018 4:00pm – 5:00pm
Centurion House, Room 1, 129 Deansgate, Manchester, M3 3WR
Followed by drinks and a chance to discuss the issues. No charge for attendance.

Liverpool

Wednesday 3rd October 2018 4:30pm – 5:30pm
Red Room 3 The Plaza Old Hall Street, Liverpool
Followed by drinks and a chance to discuss the issues. No charge for attendance.

Trusts and Tax When is trust not a trust?

Your Speaker in October 2018 is Michael Sherry

Covering:

Recent trust busting cases in England & Jersey

– substance over form
– implications for tax practitioners
– how do they fit with Ramsay/UBS etc

MezProm v Pogadev (and time permitting Crociani v Crociani)

What happened?
Were the trust valid?
The protector’s powers and their effect in the circumstances Sham?
The court’s decision
The points to take away – trusts/tax