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Home | Insights | Personal trust funds: Taxes, reporting, and administration
18.12.2025

Personal trust funds: Taxes, reporting, and administration

The source is a video posted on YouTube

Timeline – Presentation by Valentin Moiseev (video available in Russian language)

0:00 – Introduction. What is a personal trust fund in terms of taxation? Pros and contras of a personal trust fund as an instrument of tax planning

3:56 – Three key milestones in the lifespan of a personal trust fund. Income tax. VAT

6:45 – Distribution of property from a personal trust fund: when the personal income tax exemption is applicable?

7:38 – Documenting of resolutions of personal trust fund’s management bodies

9:00 – Examples of aggressive tax planning leveraging a personal trust fund