september, 2020

23sep1:30 pm2:30 pmWebinar: Loans vs gifts and their impact on estate administration

Event Details

On Wednesday 23rd September at 1:30pm, Kings Court Trust’s experienced Technical Manager, Nigel Merchant, will host an informative webinar about loans and gifts.

Nigel will talk about what classifies as a gift vs a loan and how gifts or loans made during one’s lifetime may form part of their estate upon death.

In 25 minutes, Nigel will go into detail about:

  • What counts as a gift for Inheritance Tax
    • Exempted gifts
    • Potentially exempt gifts
    • Gifts with reservation of benefits
    • Hotchpot
    • Presumption of advancement

Click here to register for the free webinar.

If you’d like to join the webinar but can’t make it on the day, please still register – registrants will receive a link to the recording after the webinar has taken place.

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Time

(Wednesday) 1:30 pm - 2:30 pm

Organizer

Kings Court Trust

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