For many clients, trusts will be the backbone of their estate planning. In this session we explore how trusts can be used effectively in estate planning.
Learning objectives
In this session we covered…
- How different types of trusts work, and how they fit with clients’ needs.
- Using trusts and Business Property Relief together.
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.
Understand the quirks of the Residence Nil Rate Band that can catch an unwitting paraplanner out.
Learning objectives
In this session we covered…
- What does it apply to?
- Who does it apply to?
- Limits on the relief
- How the relief is applied
- The impact of trusts
- Downsizing rules
- Transferability
- Planning opportunities.
Sharing practical tips and experience on how to build and run a paraplannning team.
Learning Objectives
In this session we covered…
- Career development path
- Balancing technical skills within a team
- Relationship management and development (between adviser, director, paraplanner, administrator, client – contracting)
- Dealing with tricky customers, advisers, team members
- Workflow management
- Developing your own skills as a team leader
- Getting buy in from the business owners/advisers and the other paraplanners for your role
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.
Cash flow planning from a paraplanner’s perspective.
Learning objectives
In this session we covered…
- How to research and do due diligence on a tool
- How to review it’s continued suitability
- Different tools and their uses
- Things that can go wrong
- What the FCA think