Course description
Financial professionals who advise high net worth clients on inheritance tax (IHT) planning are often dealing with vast sums of money. You therefore require an advanced level of understanding of IHT for you to be able to identify the best possible planning opportunities.
Michael Culver presents this live and interactive broadcast that surveys the options available, providing you with practical tips, worked examples and case studies to help you consider the principles taught in real life situations.
It will cover BPR, APR, fall in value relief, single and double grossing, post-mortem reliefs, GROBS and POAT, Section 39A IHTA 1984, heritage assets, domicile and double tax relief, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Are you advising high net worth and ultra-high net worth individuals?
This new virtual classroom seminar will provide a comprehensive look at advanced level inheritance tax ensuring that you identify the best possible planning opportunities for your clients.
Practical tips, worked examples and case studies will help you to consider the principles taught in real life situations.
What You Will Learn
This live and interactive session will cover the following:
- BPR
- APR
- Fall in value relief
- Single and double grossing
- Post-mortem reliefs
- GROBS and POAT
- Section 39A IHTA 1984
- Heritage assets
- Domicile and double tax relief
- Quick succession relief
- Planning case studies and opportunities
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...