august, 2021

06aug10:00 am11:00 amLet's get down to brass TAX!

Event Details

Register Now for Superhero Webinar 80: Inheritance Tax Planning for Married Couples and Single Clients:

The best summary you will ever get!

Topics include:

  • Inheritance Tax
    • What is it?
    • When is it paid?
    • How much?
  • Inheritance Tax Exemptions
    • From small exemptions to significant and often overlooked exemptions, there are tax savings to be had!
  • The Residence Nil Rate Band
    • What is it?
    • When can it be lost?
    • When does taper relief come into the equation?
    • How having the right Will can immediately save £100,000 in IHT…
    • What about gifts in contemplation of death, how do they interact with tapering?
  • Gifting Assets
    • The 7 year rule
    • The 14 year rule
    • What comes first? A PET or a CLT?
    • Gift Trusts
    • Holdover Gift Trusts
  • Business Relief qualifying investments
    • When are these useful?
    • Should you retain these until death?
  • Life Assurance
  • What type of cover?
  • Covering the whole of a liability…
  • What about covering a small amount?

All Webinars commence at 10:00am and finish at 11:00am

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Time

(Friday) 10:00 am - 11:00 am

Organizer

Countrywide Tax & Trust Corporation Ltd

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