In the SME market significant family wealth is held through discretionary trusts whether that is as a direct asset holder, trading trust or an investment trust holding shares in the active corporate entities. In this session, Daniel and Maggie explored the control issues that need to be addressed in considering succession planning for the trust.
Succession planning and trusts
Author(s):
Magdalena Njokos
,
Daniel Smedley CTA
Materials from this
session:
Details
- Published On:17 Jul 2020
- Took place at:Online
The material is copyright. Apart any fair dealing for the purpose of private study,
research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
Tags
2020
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