Course description
Family circumstances change regularly, and often clients in the middle-income bracket do not realise there are opportunities to protect assets not only from tax but also from care fees and divorce.
Presented by the hugely popular speaker Helen Forster, this virtual classroom seminar is suitable for practitioners working in the private client sphere and will provide up to date advice on a range of topics to enable you to advise your clients of the options available to them.
Topics discussed will include the current IHT rules, the effect of the RNRB, trusts available inter vivos and their impact on PETs, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Family circumstances change regularly, and often clients in the middle-income bracket do not realise there are opportunities to protect assets not only from tax but also from care fees and divorce.
This new virtual classroom seminar is suitable for practitioners working in the private client sphere and will provide up to date advice on a range of topics to enable you to advise your clients of the options available to them.
What You Will Learn
This live and interactive session will cover the following:
- The current inheritance tax rules
- The effect of Residence Nil Rate Band
- Trusts available inter vivos and their impact on PETs
- Will trusts
- Tax on trusts and calculating exit charges
- Other ways to safeguard assets; making use of the lifetime gifting rules
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...