Course description
There are numerous ways in which wills can be used for detailed inheritance tax planning; they can do far more than just set out ‘who should inherit’. However, a good understanding of the rules is required, as is careful drafting.
This virtual classroom seminar will be of use to will writers, solicitors and practitioners who undertake tax planning and will drafting. It is presented by Helen Forster, a highly experienced solicitor and "wonderfully knowledgeable speaker", who will explore a range of important topics including charitable gifts, business and agricultural property relief, trusts, nil rate band discretionary trusts, deeds of variation and the ‘worst case scenario’.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
There are numerous ways in which wills can be used for detailed inheritance tax planning; they can do far more than just set out ‘who should inherit’.
However, a good understanding of the rules is required, as is careful drafting.
This new virtual classroom seminar will be of use to will writers, solicitors and practitioners who undertake tax planning and will drafting.
What You Will Learn
This live and interactive session will cover the following:
- Charitable gifts
- Business property relief and agricultural property relief
- Trusts
- Nil rate band discretionary trusts
- Deeds of Variation; the ‘worst case scenario’
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...