Trust Taxation

Here's my "Trust Taxation" course. This wasn't given at Toastmasters, but is instead a course given at my work. I give a monthly training course, and it was delightful to be able to merge that with the pathway speedrun. Like the Charity Conference a few days later, it was good to include some "real world" public speaking in the pathway. And I'd like to extend a special thank you to  Alex Keedwell from my Toastmasters club, who attended to evaluate.

A disclaimer is needed. This talk is purely an educational course for its live attendees. Everything I say in it is a massive oversimplification of the actual rules, which are very complex. Neither I nor my firm can take any responsibility if you act on anything contained here. Instead, take professional advice based on the specific facts of your situation. 

There is a limit to how big a file size you can upload to a blog, so in order to cover the whole course, I've divided it into five episodes:

Episode 1: Interest-in-Possession Trusts:

Episode 2: Non-Interest-in-Possession Trusts:

Episode 3: Inheritance Tax:

Episode 4: Trust Classification Quiz:

Episode 5: Q&A:

There have been some previous blogs with material about this talk too. For the handouts, see here:

https://pathwayspeedrun.blogspot.com/2022/10/trust-taxation-handouts.html

And for the quiz answers, see here:

https://pathwayspeedrun.blogspot.com/2022/10/trust-taxation-quiz-answers.html