Course description
Family circumstances change regularly, and often clients in the middle-income bracket do not realise there are opportunities to protect assets not only from tax but also from care fees and divorce.
This short webinar will provide you with the latest advice so that you can advise your clients of the options available to them.
Presented by leading trainer Helen Forster, the topics discussed will include the current inheritance tax rules, trusts available inter vivos or in wills, other ways to safeguard assets and making use of the lifetime gifting rules.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Family circumstances change regularly, and often clients in the middle-income bracket do not realise there are opportunities to protect assets not only from tax but also from care fees and divorce.
This short webinar will provide you with the latest advice so that you can advise your clients of the options available to them.
What You Will Learn
This webinar will cover the following:
- The current inheritance tax rules
- Trusts available inter vivos or in wills
- Other ways to safeguard assets; making use of the lifetime gifting rules
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...