Webinar: Introduction to UK trusts and tax issues

The great advantage of trusts – preserving wealth and other assets for the long term – can also bring disadvantages. If you have responsibility for a long-established trust, either as a trustee or as a professional adviser, you may be facing challenges.

Maybe your experience of trusts and how they work is limited. Or perhaps previous advisers haven’t fully passed on their knowledge of the trust’s particular complexities.

At our webinar on Thursday 13 May, our experienced specialists in trusts and tax provided guidance on:

  • Types of trust and key terminology
  • Taxes that affect trusts
  • Some common and not so common problems

The slides from the webinar are available here.

Thank you to everyone who submitted questions during the webinar. For any questions that we didn’t cover, you’re welcome to get in touch using our enquiry form. We’d be pleased to help.

Our YouTube channel has recordings of our previous webinars.



Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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