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      The UK tax landscape has undergone significant reform, and for trustees of non-UK resident trusts, the implications are far-reaching.

      In this short video, Gavin Shaw outlines the key areas trustees must understand to remain compliant and support their UK-based settlors and beneficiaries effectively.

      From inheritance tax exposure to annual reporting obligations, Gavin explains the practical steps trustees should be taking now.

      gavin-shaw
      Gavin Shaw

      Partner, Head of London Family Office and Private Client

      KPMG in the UK

      The video's key topics

      • Impact of long-term UK resident settlors on trust taxation
      • Identifying who qualifies as a settlor under UK tax law
      • Planning for inheritance tax liabilities and liquidity
      • Information trustees must provide to UK resident settlors annually
      • Tax considerations for UK resident beneficiaries receiving distributions
      • Upcoming inheritance tax reliefs and their implications for trusts

      Our tax insights

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