Publications

Trusts

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

Family business

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

 

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