1
Type Speaker CPD Hours Level
3 IntroductionInformation
Accreditation Information
SRA Competency B

Introduction

Families naturally wish to pass on their assets to the next generation in the most efficient way possible, and often using business and/or agricultural relief is a well thought out way to do so.

This live broadcast session will explore the fundamentals of the two reliefs and consider key lifetime planning issues whilst outlining the core provisions and implications of these reliefs in death estates through examples and case studies.

Tax legislation is increasingly complicated and the protection of the beneficiary must be foremost in any practitioner's mind.

If you are new to this area, then this session is for you.

What You Will Learn

This live and interactive session will cover the following:

  • How business relief works
  • What is 'relevant business property', the rates of relief and the ownership requirements?
  • What happens if there are contracts in place for sale?
  • What is the implication and how to define being a 'wholly and mainly' investment business?
  • Other issues including excepted assets
  • How agricultural relief works
  • What is 'agricultural property', the rates of relief and the ownership requirements?
  • What happens if there are contracts in place for sale?
  • Other issues including farmhouses and shares

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

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Learn Live | 14.05.2020

N/A | 9:30am - 12:30pm


Business & Agricultural Property Reliefs - An Introductory Guide

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May
14
2020
 
9:30am - 12:30pm

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Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at information@mblseminars.com for more information.

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