Advanced Aspects of IHT & Trusts with Robert Jamieson - In One Hour

Introduction

This webinar will explore several key tax planning ideas in the context of inheritance tax and trusts.

Particular mention should be made of the attraction of wealthy clients with surplus disposable income being able to set up trusts and, by using the relief under s21 IHTA 1984, avoid an entry charge.

The webinar is suitable for lawyers, accountants and other tax advisers who specialise in private client matters.

What You Will Learn

This webinar will cover the following:

• Loans and business relief (s162B IHTA 1984)
• Recycling business relief
• Changes to the geographical scope of certain IHT reliefs
• Related property planning
• Home sharing arrangements
• Case study involving IHT planning and related settlements
• Exploiting the limitations of s67 IHTA 1984

This webinar was recorded on 11th January 2024

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