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Event Date Wed May 27 EDT (over 1 year ago)
Region All
Details

Continuing the theme of legacy planning, the management of this highly contentious and potentially avoidable tax is one that is high on the priority list for many customers and their advisers. In this edition, we will focus on the following:

• Domicile/deemed domicile
• Rates of tax / nil rate bands
• Lifetime transfers
• IHT and trusts
• Reliefs
• Transfers to charity
• Administration and payment

Advisers are very keen to help customers reduce their liabilities in this area, and by using the available allowances, understanding what is allowable against this tax and to ensure that wills, trusts and allowances are used appropriately, a fully trained Inheritance Tax expert can make a huge saving for customers. It's vital that any potential liabilities are identified, and customers are referred to these specialists as early in the process as possible so that all later life planning advise is Holistic and takes all needs into account.

Speakers

2020 Speaker

Nick Cunningham
Trainer, London Institute of Banking and Finance

Sponsors & Partners

2020 Partner and Sponsor

PARTNER:
• The London Institute of Banking & Finance

SPONSOR:
• Legal & General