Tax Efficient Will Drafting - A Guide to IHT Planning for Private Client Advisors

Introduction

There are numerous ways in which wills can be used for detailed inheritance tax planning; they can do far more than just set out ‘who should inherit’.

However, a good understanding of the rules is required, as is careful drafting.

This new virtual classroom seminar will be of use to will writers, solicitors and practitioners who undertake tax planning and will drafting.

What You Will Learn

This live and interactive session will cover the following:

• Charitable gifts
• Business property relief and agricultural property relief
• Trusts
• Nil rate band discretionary trusts
• Deeds of Variation; the ‘worst case scenario’

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.