Course description
This virtual classroom seminar is suitable for private client practitioners who are confident in the basics of private client tax but want to consider the various nuances of lifetime planning, wills, and variations to be able to assist clients.
You will learn various practical planning tips that will help you to advise your clients.
Private client expert Julie Bell will discuss the IHT residence nil rate band, IHT nil rate band discretionary trusts, the effective use of exemptions and reliefs in lifetime and will planning, deeds of variation and more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This new virtual classroom seminar is suitable for private client practitioners who are confident in the basics of private client tax but want to consider the various nuances of lifetime planning, wills, and variations to be able to assist clients.
You will learn various practical planning tips that will help you to advise your clients.
What You Will Learn
This live and interactive session will cover the following:
- IHT residence nil rate band (‘RNRB’) - options to try to get some or all of this
- IHT nil rate band (‘NRB’) discretionary trusts - exploring when and how to use NRB discretionary trusts and consideration of obtaining the RNRB
- Effective use of exemptions and reliefs in lifetime and will planning
- Lower rate (36%) of IHT if 10% of net estate to charity - understanding the component parts, and merger of components, along with the great under-used potential of the lower rate
- Deeds of variations - more complex planning opportunities
- SDLT - when to worry about it
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...