Set at an intermediate / advanced level, this course uses practical case studies, precedents, authentic IHT forms and real probate examples to add flesh to the bones of estate planning. Practical experience of Will writing and estate planning is recommended for attendees.
- Introduction: IHT planning in lifetime and in Wills
- Client tier analysis: a) below NRB, b) below TNRB and c) beyond the TNRB
- Key estate planning errors even experts routinely make
- IPDI and Discretionary Will trusts: protection versus versatility, and Deeds of Variation
- Lifetime planning: balancing “settlor exclusive” settlements to reduce the IHT estate with “settlor inclusive” settlements to provide protection and security
- Slimming diets for the IHT estate: settlements, PETs, bonds, insurance, gifts out of income and reservations of benefit
- “Lumbered with the family home”: potential solutions to rising house prices
- The Residence Nil Rate Band, and what to look out for
- The basics of Business Property Relief and income from IHT-free investments
2019 Dates:
7th February
11th April
18th September
Feedback:
April 19 – Thought the Course was superb and brilliantly delivered by someone who not only had a brilliant grasp of the details and facts around the subject, but also someone who put enough energy into it to make it interesting as well. Great work – S.D
Nov18 – “James made a dry subject interesting and his enthusiasm engaged the whole group, I would recommend the course to others without hesitation.” – A.D
Nov18 – “The Course met all my expectations and more. James has a fantastic talent on how to present and train delegates. His delivery is very entertaining whilst remaining professional. The material he produced was clear and concise and explained in a manner that was easily understood. I very much look forward to attending further courses in the future and promoting his courses to colleagues that haven’t yet had the pleasure of attending one of his courses” – J.D
Tutor:
Mr James Greenwood
