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BPR & Estate Planning - A Toolkit of Key Principles - Learn Live

Length
1.5 hours
Next course start
4 December, 2024 See details
Course delivery
Virtual Classroom
Length
1.5 hours
Next course start
4 December, 2024 See details
Course delivery
Virtual Classroom

Course description

This virtual classroom seminar will provide you with a detailed insight into application of business property relief (‘BPR’) for the purpose of estate planning and relief from IHT.


Join tax expert Precious Igbokwe as she discusses what qualifies for BPR, BPR rates, period of ownership, expected assets, clawback of BPR, and more.


Precious is experienced in all aspects of inheritance tax, estate planning (from asset protection and preservation of legacies) and estate administration. She also provides advice on all aspects of tax planning, including tax-efficient estate planning structures, complex lifetime gifting strategies and charitable giving estate planning for HNW clients. Be sure to tune in to benefit from her expertise.

Upcoming start dates

1 start date available

4 December, 2024

  • Virtual Classroom
  • Online
  • English

Outcome / Qualification etc.

Following all MBL courses, a certificate of attendance will be provided for those who are required to evidence their CPD activity to a professional body.

Training Course Content

Introduction

This new virtual classroom seminar will provide you with a detailed insight into application of business property relief (‘BPR’) for the purpose of estate planning and relief from IHT.

What You Will Learn

This live and interactive session will cover the following:

  • What qualifies for BPR?
  • BPR rates
  • Period of ownership
  • Excepted assets
  • Investments (the ‘wholly or mainly’ test)
  • Clawback of BPR
  • Estate planning tips

Expenses

From £144
MBL Seminars Limited
C/o Law Business Research
Holborn Gate, 330 High Holborn
WC1V 7QT London

MBL Seminars Limited

With over 1,000 expert speakers covering more than 3,360 different topics, our course portfolio is vast and can be delivered either online or in-person. With over 450 years of collective professional development experience, we are proud to be trusted to...

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