Advising on Lifetime Gifts of Property - Avoid Costly Tax and Legal Pitfalls

Introduction

One case study will reveal how small mistakes in property gifting can trigger major IHT, CGT, or SDLT exposures and how to prevent them.

This live interactive virtual seminar follows a single real-world scenario from planning to execution, considering both technical rules and real-world challenges.

Secure your spot now to gain actionable strategies for advising clients on lifetime gifts of property.

What You Will Learn

This live and interactive course will cover the following:

• Key tax exposures: IHT, CGT, and SDLT explained from a practioner’s perspective
• Post-gift ownership, control considerations and family dynamics to anticipate
• Structuring options: outright gift, trust, or company - pros, cons and traps
• Practical challenges such as reporting, compliance, that often derail planning
• A comparison of outcomes across the different structures

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.