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Taxation of Trusts

Data Law Limited


£72 inc VAT
Or £24.00/mo. for 3 months...
Study method
Online, self-paced
1 hour
No formal qualification
Additional info
  • Tutor is available to students

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Learning Outcomes

  • On completion of this course you will:

    • Be familiar with different types of trusts available
    • Understand how and why trusts are taxed differently
    • Be aware of the issues surrounding beneficiaries paying and reclaiming tax on trusts
    • Understand trustee’s tax responsibilities and be able to advise the client accordingly

What is the target audience?

  • This course will be of interest to those who wish to improve their knowledge of how the taxation of UK trusts works and will offer guidance on the following forms of taxation; Income Tax, Capital Gains Tax and Inheritance tax and how these impinge upon trustees and trusts.


Trusts offer a variety of ways for clients to manage their assets. There are a number of different types of trusts and they are all taxed differently, which makes this a challenging subject for practitioners to offer advice on, particularly if you do not specialist in this area of private client practice.

During this course experienced trusts practitioner Richard Quenby will provide an overview of the various participants involved in trusts; the settler, the trustee and the beneficiary and will consider the reasons why a trust may be set up.

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What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.