These are slides for my presentation to the Liverpool branch of STEP: “Lifetime trusts & IHT – refresher”
Powerpoint version step iht & trusts presentation – april 2017 and PDF version step iht & trusts presentation – april 2017
Record keeping tips for trustees trust record keeping presentation – nov 2017
Extracts of slides for “family business presentation for promanchester – sep 2017“. A presentation for promanchester, hosted by Kuits and in conjunction with Carpenter Rees.
Tax and divorce
Extracts from a presentation to a family law team: powerpoint version tax and divorce presentation – apr 2018 and pdf version tax and divorce presentation – apr 2018