Planning for clients with IHT liability (Part 1)

08nov9:30 am12:00 pmPlanning for clients with IHT liability (Part 1)

Event Details

As part of our Advanced Planning Series, CTT group invites you to join our masterclass in planning for clients with IHT Liability.

This event will cover:

  • How to draft the most Inheritance Tax Efficient will for your clients. Drafting the correct wills for both single and married clients can be drafted to save IHT and we will show you how.
  • Gifting assets in the most tax efficient way… For both IHT and Capital Gains Tax purposes. The definitive guide to gifting: Making use of the annual CGT allowance and deferring capital gains. How parents can make efficient gifts and retain control. How to make use of IHT allowances, no matter how small.
  • Maximising Nil Rate Bands when gifting to lifetime trusts – Multiple trusts still have benefits. If two trusts are settled on different days,  the same Settlor will have a greater overall NRB for periodic and subsequent exit charges. We will show you how and why.
  • IHT planning and the main residence how to avoid a Gift with Reservation of Benefit. A client can give away assets and retain a benefit without it being a gift with reservation of benefit. Certain rules of course apply as detailed in s102b Finance Act 1986. We will guide you through the minefield!

Click to join our virtual event:



November 8, 2022 9:30 am - 12:00 pm(GMT+01:00)

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