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.
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.