Tax Consequences of Trusts and Estates Litigation

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When parties are litigating over trusts and estates, the tax consequences of their claims can sometimes be an afterthought. However, tax issues can have a significant effect on how a settlement is structured, and if advised properly parties can often mitigate their exposure to IHT and CGT. This talk will look at some common types of disputes in private client work and examine the tax issues that arise, with hints and tips about how parties might plan for them.

• CGT and IHT issues of settling trust disputes
• Using deeds of variation to settle will disputes
• Tax issues in proprietary estoppel cases
• Settling claims for family maintenance under the 1975 Act in tax efficient ways

Simon Douglas, Barrister, 5 Stone Buildings