INHERITANCE TAX AND ESTATE PLANNING TECHNIQUES - YOU CAN'T TAKE IT WITH YOU WHEN YOU GO BUT YOU CAN PLAN WHERE IT GOES!

TIMING

COURSE FEE

 £105+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £58.33+VAT per place).

COURSE CODE

AP29B9

SPEAKER

Bob Trunchion

OBJECTIVES

This course aims to equip participants with the skills needed to talk to clients about the vitally important area of IHT and death. With all the current uncertainty with economy and where tax should be raised, IHT planning needs to be kept under review as the current rules can make planning simpler.

Making Tax Digital will impact hugely on the way we operate and how we act for our clients going forward. Increasing the number of “Touch points” we have with our clients will become very important as we migrate from doing compliance to becoming the client’s trusted advisor. IHT planning techniques will equip us to start this journey.

WHO SHOULD ATTEND?

Partners and staff involved in giving this advice.

TOPICS

The course will cover:

• Infrastructure
  • Fact finds
  • Engagement letters
  • Where is IHT and estate planning going – the fiscal outlook
• IHT - Lifetime planning
  • Refresher
  • Using exemption and reliefs
  • Do we still need to be using nil rate bands in lifetime?
  • Nil bands and Residence nil bands
  • How do we fit this in with Pension Planning?
• Wills and IHT
  • Practical points on tax planning through the Will
  • What every good will should contain?
• Trusts and IHT
  
  • Estate planning vehicles both for tax and family reasons
  • Trusts and traps for the unwary
  • Alternative structures

VENUE

Denbies Wine Estate

DISTRICT

South East