• April 19, 2024
 Superhero Webinar 75: Inheritance Tax Planning Part 2 – the detail can make the difference!

Superhero Webinar 75: Inheritance Tax Planning Part 2 – the detail can make the difference!

At Countrywide Tax & Trust Corporation Ltd, we take pride in offering high quality guidance to help you provide the best estate planning advice to your clients.

Wealthy clients, in particular, are often concerned with Inheritance Tax (IHT) and unfortunately can be caught out as the very strategy provided to solve this problem can often fall short. The devil really is in the details!

Our next Superhero Webinar will be discussing planning for clients who wish to reduce their estate’s exposure to IHT. We will also be covering IHT strategies which make a difference for the majority of clients, helping you to differentiate your offering from the competition and deliver the best strategy for your clients.

Topics include:

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 high net worth 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 pounds RNRB taper

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

Register your place on our FREE webinar!

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

Friday 5th March

Monday 8th March

This article was submitted to be published by Countrywide as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly. With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner. Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.