Tax, Trusts & Estate Planning for the Middle-Income Client - Understanding the Rules

Introduction

Family circumstances change regularly, and often clients in the middle-income bracket do not realise there are opportunities to protect assets not only from tax but also from care fees and divorce.

This new virtual classroom seminar is suitable for practitioners working in the private client sphere and will provide up to date advice on a range of topics to enable you to advise your clients of the options available to them.

What You Will Learn

This live and interactive session will cover the following:

• The current inheritance tax rules
• The effect of Residence Nil Rate Band
• Trusts available inter vivos and their impact on PETs
• Will trusts
• Tax on trusts and calculating exit charges
• Other ways to safeguard assets; making use of the lifetime gifting rules

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.