Care fees, trusts registration service changes and taxation of trusts. 12 July 2023

Host group
Host Left
Hosted by
STEP Essex
Event Type

County Hotel
29 Rainsford Rd
United Kingdom

Care fees and planning are becoming a “hot topic” amongst clients, some making gifts in their lifetime and some setting up trusts and asset planning within their Wills to protect inheritances for loved ones. However, it is important to be able to advise on the current rules and the new system due to come into force in October 2024 so that clients can make informed decisions. If setting up trusts, we also need to be aware of the Trust Registration Scheme requirements, and taxation rules surrounding trusts.

The presentation will focus on these areas, as well as discussing examples of how the rules work in practice.

Helen’s Biography: Helen is a solicitor and Trusts and Estates Practitioner. Since qualifying in 2009, she has specialised in Wills, Probate, Trusts, Tax and Court of Protection matters, and she is a Dementia Champion with Age UK, a member for Solicitors for the Elderly and also a member of STEP (The Society of Trusts and Estates Practitioners).

There will also be short presentations from Gavin Potter (Estate Research) and The Essex Community Foundation (Legacies for Charities)

To register, please complete this registration form and return to [email protected], or ARC Resolution, 85 Shooters Drive, Nazeing, Essex (or 07444 138 420 in case of issues)

Cost group
Event Cost
Pound Sterling
for each of the first two guests from an organisation, all other guests from the same organisation can attend for free
STEP student members can also attend for free
Registration 12:50, Buffet Lunch 13:00 - 13:30, AGM 13:30, Seminar 14:00 - 17:00
Dave Warren
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