Inheritance Tax planning: using Trusts
We are hosting an educational webinar, Inheritance Tax planning: using Trusts on Friday 4 October at 3pm. In this hour long webinar we will be covering a range of estate planning-related topics and themes, including:
- The building blocks of Inheritance Tax (IHT) planning and the tax treatment of Potentially Exempt Transfers and Chargeable Lifetime Transfers
- The gifting dilemma – access vs control
- Identifying the correct IHT planning trust (including the relevance of domicile)
- Examples of how each of the main trusts works – Gift, Loan and Discounted Gift Trust
- Planning considerations – single vs joint settlor, order of gifting, Power of Attorneys and gifting, reasons why people don’t gift
- A walk through some client case studies that we have been able to help with.
There will also be a live Q&A session at the end of the webinar, so you will be able to ask the presenters questions.
Speakers
- Steve Chambers, Financial Planning Director and Chartered Financial Planner
- Kiran Sidhu, Associate Director and Chartered Financial Planner
- Paul Fidell, Senior Investment Specialist at M&G Wealth
If you are unable to attend live, but would like to receive a recording of the webinar via email, then please CLICK HERE
