Estate Planning for £1m to £5m Estates

This session will cover the following:

• Residence Nil Rate Band (RNRB)
• Key Basics
• Re-Thinking the use of Pensions
• Lifetime Gifting
• Interaction with Trusts

A light buffet lunch and refreshments will be available from 12.15 with the seminar starting at 1p.m. for an hour.

• Becoming more confident spotting opportunities and traps in the estate planning space on behalf of your clients
• Building stronger relationships with referrers

“Sarah is an Associate in the Tax, Trusts and Estates team at Irwin Mitchell LLP. She has 5 years of experience as a solicitor specialising in wills, trusts, estate and tax planning and has recently completed her STEP Diploma in Trusts and Estates.

The Nottingham Insurance Institute charges for non-attendance at all CPD events. If you do find that you are unable to attend, we ask that you give us at least 4 working days notice that you are no longer able to attend.

Please note, if you fail to let us know before this deadline, we will need to charge a £30.00 (inc. VAT) non-attendance fee to cover the cost of catering, booking arrangements and denial of your place to other members.

All cancellations must be received by email and you will receive confirmation of your cancellation. You may also nominate a replacement if you are unable to attend. By proceeding with the registration you agree to these terms and conditions.

If you have any special requirements, be these of a dietary, disability or religious nature, please respond to your booking confirmation email with the details.