IHT Bootcamp: Slim Down Your IHT Estate

PRICE

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.

  1. Introduction: IHT planning in lifetime and in Wills
  2. Client tier analysis: a) below NRB, b) below TNRB and c) beyond the TNRB
  3. Key estate planning errors even experts routinely make
  4. IPDI and Discretionary Will trusts: protection versus versatility, and Deeds of Variation
  5. Lifetime planning: balancing “settlor exclusive” settlements to reduce the IHT estate with “settlor inclusive” settlements to provide protection and security
  6. Slimming diets for the IHT estate: settlements, PETs, bonds, insurance, gifts out of income and reservations of benefit
  7. “Lumbered with the family home”: potential solutions to rising house prices
  8. The Residence Nil Rate Band, and what to look out for
  9. The basics of Business Property Relief and income from IHT-free investments

 

2019 Dates:

7th February

11th April

 

Feedback:

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

Tutor:

Mr James Greenwood

About

The primary aims of the College are to secure proper public recognition of the professional status of the Will Writing practitioners and to raise and maintain the standards of knowledge, understanding and competence within the profession. The College regards these aims as mutually inclusive and recognises the diversity of entrants into the profession, the wide range of vocational needs, and the nature and degree of support that is obtained from the organisation of which one is associated.

Contact Us

Email: [email protected]

Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way
Lincoln
LN6 3LQ

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