Course description
IHT mitigation is a key consideration for high net worth clients.
This full day, in-person course with Claire Macpherson will examine various planning options open to you when advising clients, both in lifetime and on death.
Aimed at private client solicitors and other professionals who have an understanding of how IHT operates, the course will focus on practical and often overlooked strategies to equip you with the tools you need to provide a bespoke package of advice to each of your clients. Claire will also consider the wider tax implications of the planning opportunities for your clients.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
IHT mitigation is a key consideration for high net worth clients.
This new full day course will consider various planning options open to you when advising clients, both in lifetime and on death.
Aimed at private client solicitors and other professionals who have an understanding of how IHT operates, the course will focus on practical and often overlooked strategies to equip you with the tools you need to provide a bespoke package of advice to each of your clients.
Although the course will primarily focus on IHT, it will also consider the wider tax implications of the planning opportunities for your clients.
What You Will Learn
This course will cover the following:
- Making gifts work for your clients
- Passing on wealth via trust structures
- Maximising the availability of Business Property Relief
- Ensuring the estate benefits from the Residence Nil Rate Band
- Pension planning considerations
- Appropriate will drafting options
- Redirecting inheritances beyond the basic Deed of Variation
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...