Estate Planning: Traps, Opportunities & Lasting Relationships

Estate Planning: Traps, Opportunities & Lasting Relationships – learning outcomes:

• Optimize the use of the Nil Rate and Residence Nil Rate Bands.
• Understand the range of post death planning opportunities for IHT reduction.
• Learn how to explain of the evolution of IHT, and the multitude of reliefs and exemptions, and how it impacts estate planning.

Investment Manager Market Update: learning outcome:

• Provide an update on economic and stock market conditions along with thoughts for the future.

11:30 – 11:45 – Arrival

11:45 – 13:00 - Estate Planning: Traps, Opportunities & Lasting Relationships

13:00 – 13:10 – Comfort break

13:10 – 13:30 – Investment Manager Market Update

13:30 – 14:15 – Buffet lunch / networking / discussion opportunity with Investment Managers

14:30 – 14:30 – Closing comments and session end

Estate Planning: Traps, Opportunities & Lasting Relationships is an engaging session headed up by our Technical Specialist David Denton.

As you’ll know, tax complexity itself is a kind of tax, no more so than when it comes to IHT. Although it was once considered as voluntary, maximising the use of even the best-known reliefs and allowances can be far from logical. In this session David will be considering where planning goes wrong, how to make the very best of the basics, and some little known but interesting estate planning concepts, keeping to both the letter and spirit of the law.