Trusts, Wills & Pre-Owned Assets - Tax Planning Opportunities with Robert Jamieson

Introduction

This new virtual classroom seminar looks at several key taxation issues when advising private clients on how best to pass on their assets.

Particular attention will be given to the continuing opportunities for tax planning with trusts.

The session is suitable for all practitioners who are involved in offering private client tax advice.

What You Will Learn

This live and interactive course will cover the following:

• Pre-owned assets - what can still be done?
• Trusts in 2023/24 - some tax planning thoughts
• Tax-efficient will planning

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.