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 planning techniques.
Programme 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 settlor may benefit and trusts for vulnerable beneficiaries;
- Key exemptions and reliefs for lifetime and death gifts including the major anti-avoidance codes
- Will drafting techniques
Event details
Date:
Wednesday 03 March 2010
Location:
Halsbury House (Boardroom)
London, WC2A 1EL
Register for 3 courses and receive 4th FREE!
6
CPD
Hours
