Type Speaker CPD Hours Level
1 IntermediateInformation
Accreditation Information
SRA Competency B


HMRC are constantly challenging methods of gifting property for tax planning purposes, and it is important for practitioners to understand the latest rules and regulations so that we do not fall foul of the rules surrounding the making of gifts, regardless of whether they are of property or not.

Advising a client incorrectly could ultimately result in professional negligence claims against you or your firm.

This new virtual classroom session will discuss the most up to date cases and application of the rules by HMRC so that you can advise your clients with confidence in relation to tax planning.

What You Will Learn

This live and interactive session will cover the following:

  • Gifts with reservation of benefit - the current rules including overlap with RNRB
  • Pre-owned asset tax - when it applies, the impact it can have, and how to avoid it
  • Double-trust and home loan schemes - how they work
  • Current legislation

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.

Book now

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Learn Live | 27.07.2021

N/A | 9:00am - 10:00am

Double Trust & Home Loan Schemes - The HMRC Rules for Private Client Advisors

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9:00am - 10:00am

Prices (ex VAT)
Plan Information
Ticket Information
Individual licence
Group bookings
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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