Course description
Presented by expert speaker Precious Igbokwe, 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.
The session will also cover recent developments surrounding the relief and its impact, and will explore what qualifies for BPR, expected assets, lifetime gifts into trusts, 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 on this topic.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This new virtual classroom seminar will give you a more detailed insight into estate planning for blended families.
It will explore the different types of pitfalls that blended families can encounter and the best way to prevent or resolve those instances occurring.
What You Will Learn
This live and interactive session will cover the following:
- Pitfalls that cause inheritance disputes in blended families:
- Wills
- Appointing the right executor(s)
- Definition of children in will clauses
- Guardianship will clauses
- Solutions to avoid inheritance disputes in blended families:
- Will trusts
- Declaration of trusts
- Lifetime gifts
- Tenants in common
- LPAs
Expenses
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...