Exploring three of the most popular estate planning strategies – gifting, trusts and business property relief.
Learning objectives
In this session we covered…
- The pros and cons of gifting, trusts and business property relief.
- The broader inheritance tax landscape, including recent legislation changes like the residence nil-rate band.
- Three planning scenarios where taking a holistic approach worked out best for clients.
A review of FICs to highlight considerations when choosing to create an investment company.
Learning objectives
In this session we covered…
- A review of FICs to highlight considerations when choosing to create an investment company.
Is passing the pension fund directly on to the spouse/next generation the best option for all clients?
Learning objectives
In this session we covered…
- Is passing the pension fund directly on to the spouse/next generation the best option for all clients?
Looking at the tax and admin problems that trustees face.
Learning objectives
In this session we covered…
- Is passing the pension fund directly on to the spouse/next generation the best option for all clients?
Avoiding unforeseen IHT. Getting it right for clients that require more than one solution.
Learning objectives
In this session we covered…
- Looking at the tax and admin problems that trustees face.
Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income.
Learning Objectives
In this session we covered…
- Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income.