Course description
This webinar will provide you with a vital update and practical tips on estate planning and the family home.
It is particularly relevant following the recent changes to capital gains tax allowances and rates. Join tax planning expert Michael Culver as he discusses CGT and SDLT implications, utilising the home to help mitigate inheritance tax, practical tips on record keeping and evidence to provide in the future, plus much more.
It is essential that you stay up to date with the latest developments, so don’t miss out on this comprehensive webinar!
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This webinar will provide you with a comprehensive update and practical tips on estate planning and the family home.
It is particularly relevant following the recent changes to capital gains tax allowances and rates.
What You Will Learn
This short webinar will cover the following:
- What works and what does not?
- In what circumstances the home can be utilised to help mitigate inheritance tax?
- Capital gains tax implications
- Stamp duty land tax implications
- When gifts with reservation of benefit or pre-owned assets tax may become an issue
- Practicalities of severing the tenancy and what this means in practice
- Discretionary trust and immediate post death interest trust implications in respect of care home fees for the surviving owner
- How to ensure your children benefit even if the survivor remarries or has further children
- Practical tips on record keeping and evidence to provide in future
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...