Estate Planning & the Family Home - An Introduction for Private Client Professionals

Introduction

Conventional tax planning wisdom holds that using the family home in tax planning should be avoided, yet for some clients there may be no alternative.

This new virtual classroom seminar is aimed at those who want to know the different approaches that can be considered when looking at wills and estate planning arrangements, specifically where the family home is concerned.

The session explores the tax implications on the estate and the requirements that need to be adhered to if looking at options such as gifting or sharing of the family home as well as the use of trusts to help mitigate IHT.

It will also incorporate a review of old schemes and their current status. Participants will take away some options available and explore possible pitfalls.

What You Will Learn

This live and interactive session will cover the following:

• Gift and leaseback arrangements
• Sharing arrangements
• Reversionary leases
• Use of trusts
• Review of old schemes and their current status

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.