march, 2021

05mar10:00 am11:00 amSuperhero 75 - Inheritance Tax Part 2 – It’s the detail that can make the difference…

Event Details

Pilot trusts vs will trusts – Why pilot trusts can offer a significant IHT advantage

Clients who are gifting in lifetime can suffer an IHT penalty if they use will trusts as opposed to pilot trusts for their death planning! Don’t let your HNW clients fall into this trap!

Options for clients with additional properties

A brief overview into options for clients with additional properties within their estates, how to deal with CGT, how to gift, when to gift…

Planning to mitigate/reduce the impact of the £2m RNRB taper

The definition of ‘estate’ for the purposes of the RNRB is different to that elsewhere in IHTa 1984…. This gives estate planning opportunities for client’s whose estates are around or above £2m to reinstate their estate’s entitlement to the RNRB saving IHT of up to £140,000!

Tune in to find out more!

Register for Friday 5th March

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Time

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

Organizer

Countrywide Tax & Trust Corporation Ltd

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