The variety of topics covered was extensive and the speakers very good. Course material was good

- Stephen Redhead, Senior Partner, R&M Forensic Accountants

Succession Planning - Edinburgh

Integrated tax and estate planning techniques

Introduction

A private client requires advice at all stages of life.  This is particularly important in relation to tax and estate planning when early preparation can make a huge difference to the outcome for your client.  This course introduces the private client practitioner to integrated tax and estate plannning techniques.

Event details


Date:

Thursday 04 November 2010

Location:

To be advised LONDON
London

Benefits

Course highlights:

  • When to use a lifetime trust with reference to how inheritance tax, capital gains tax and income tax applies to lifetime trusts
  • The special rules for trusts from which the settler may benefit and trusts for vulnerable beneficiaries
  • Key exemptions and reliefs for lifetime and death gifts including the major anti-avoidance codes:
    - Business, agricultural and heritage property
    - Gifts with reservation of benefit and the pre-owned assets tax
    - A case study examining the normal expenditure out of income rules
  • Will drafting techniques
    - When to use a trust
    - Second marriages
    - Survivorship clauses and commorientes
    - Post death planning, deeds of variation and the three month trap

After attending this course you should be able to:

  • Understand the key estate and tax planning strategies for every existing and new client
  • Explain the implications of using lifetime trusts and trusts in wills
  • Consider integrated estate planning, with an understanding of the way in which the key UK taxes interact

Who Should Attend

This course is aimed at delegates who are new to estate and tax planning  and wish to build on a basic knowledge.  It is ideal for anyone with an interest in UK estate planning.