What we will cover:
- Inheritance Tax and Life Policies- What you need to know. How to correctly insure for IHT both on gifts and death. Ensuring that all of your client’s life policies do not cause or add to their IHT problem.
- Business Relievable Investments cutting the wait from seven to two years. An estate planner’s guide to tax efficient investments, how they work, how they are held in trusts, and what you need to look out for.
- Dealing with clients with high value pensions and investments: The role of QNUPs and QROPs in tax planning. Mitigating chargeable event taxation on large investment bonds and lifetime allowance charges on clients with large pensions and/or death in service entitlements.
This course is part of our Advanced Planning Series which covers:
- Estate Planning for Corporate Clients
- Estate Planning for clients with Buy to Let properties
- Estate Planning for clients with an IHT liability (two sessions)
- Family investment companies
Each session will focus on specific client scenarios, helping you position the best estate planning advice in a way your client can understand.
The event will take place on 10th January from 9.30am to 12pm. To book your place click here.
This article was submitted to be published by CTT Group as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
