IHT Planning for High Net Worth Clients - Beyond the Basics

Introduction

Are you advising high net worth and ultra-high net worth individuals?

This new virtual classroom seminar will provide a comprehensive look at advanced level inheritance tax ensuring that you identify the best possible planning opportunities for your clients.

Practical tips, worked examples and case studies will help you to consider the principles taught in real life situations.

What You Will Learn

This live and interactive session will cover the following:

• BPR
• APR
• Fall in value relief
• Single and double grossing
• Post-mortem reliefs
• GROBS and POAT
• Section 39A IHTA 1984
• Heritage assets
• Domicile and double tax relief
• Quick succession relief
• Planning case studies and opportunities

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.