Lifetime Gifts of Property - A Practical Case Study

Introduction

This new virtual classroom seminar uses a single case study to explore the tax, legal, and practical issues that arise when gifting property during one’s lifetime.

The case study approach allows participants to follow the journey from planning to execution, considering both technical rules and real-world challenges.

What You Will Learn

This live and interactive course will cover the following:

• The key tax exposures: IHT, CGT, and SDLT
• Post-gift ownership and control considerations
• Structuring options: outright gift, trust, or company
• Practical challenges such as reporting, compliance, and family dynamics
• 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.