Course description
Conventional tax planning wisdom holds that using the family home in tax planning should be avoided, yet for some clients there may be no alternative.
This virtual classroom seminar is aimed at those who want to know the different approaches that can be considered when looking at wills and estate planning arrangements, specifically where the family home is concerned.
Presented by Peter McGeown, head of Clifton Ingram LLP’s Legal 500 recommended Wills & Inheritance team, the session explores the tax implications on the estate and the requirements that need to be adhered to if looking at options such as gifting or sharing of the family home as well as the use of trusts to help mitigate IHT. It will also incorporate a review of old schemes and their current status. Participants will take away some options available and explore possible pitfalls.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Conventional tax planning wisdom holds that using the family home in tax planning should be avoided, yet for some clients there may be no alternative.
This new virtual classroom seminar is aimed at those who want to know the different approaches that can be considered when looking at wills and estate planning arrangements, specifically where the family home is concerned.
The session explores the tax implications on the estate and the requirements that need to be adhered to if looking at options such as gifting or sharing of the family home as well as the use of trusts to help mitigate IHT.
It will also incorporate a review of old schemes and their current status. Participants will take away some options available and explore possible pitfalls.
What You Will Learn
This live and interactive session will cover the following:
- Gift and leaseback arrangements
- Sharing arrangements
- Reversionary leases
- Use of trusts
- Review of old schemes and their current status
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...