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Studies

  • AMIT Study, 1 March 2017

    Summary of a study of a sample of 20 trusts designed to show the likely tax consequences if they opt-in to the new Attribution Managed Investment Trust (AMIT) regime which became law in May 2016. Please call us if you would like to purchase a copy of the detailed income and CGT calculations supporting the study or commission a similar comparative study of other trusts – our databases cover all listed trusts and around 2,000 managed funds and can be carried out for longer periods than the five years of the above study. We can cover trusts not in our databases provided historical tax components for distributions are available or can be obtained.
    Click here to download the document