CTT Superhero webinar – 82, Estate Planning for clients with Buy to Let Properties!

The latest in our Superhero Webinar series will give you a brief overview of:

• What is the best will and trust for these clients and what should it look like?
• What are the lifetime planning challenges and what options are available?
• Case Study – applying the above in practice.

The ability to cater to all clients is becoming increasingly demanding, and having everything you need in your drafting toolkit is vital. Unfortunately, many estate planners, accountants and solicitors shy away from giving Inheritance Tax (IHT) advice to clients with let properties.

Our toolkit allows you to give your clients both the best advice via our Estate Planning team and the best documentation via our in-house developed Legacy software.

Join us to learn:

• What this kind of client’s will and trusts should look like:
• What type of trusts should be used in the will?
• Lifetime planning options:
  • Learn how to reduce your client’s exposure to Income Tax, reduce or remove Capital Gains Tax and how you can potentially save IHT dependent upon your client’s objectives.

Case Study:
Picking out potential planning options for clients that you can then explore further via our Adviser Chat, Legacy Software and Estate Planning Team services. Most opportunities to plan arise from you spotting potential planning points when fact-finding with clients.