Inheritance Tax - Beyond Drafting Wills - Online via Zoom

CREDIT:
5 Hours CPD
PRICE

INSTRUCTORS:

This course is designed to help will writers who already deal with clients that face an Inheritance Tax liability in their practices understand the Inheritance Tax planning solutions available beyond drafting wills. It is designed to understand how some of the wider Inheritance Tax planning schemes work; how they might be applicable to your clients and how you can use this information to make good quality commercial referrals to IFAs.

The course assumes a good working knowledge of Inheritance Tax planning and will not focus on drafting matters but principally, the financial services solutions available to our clients that we, as will writers, can identify and use to make commercially driven referrals (and to service referrals from financial advisors).

This course will cover:

  • Inheritance Tax Overview
  • Gifting Based Solutions
  • Discounted Gift plans
  • Loan Plans
  • Outright Gift into Trust and its Hybrids
  • Protection
  • Business Property Relief
  • Drafting Implications

 

 

2024 Dates

5th March

29th July

13th November

Timings:  9:30 – 3:30

 

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: diane@willwriters.com

Tel: 01522 687888 (Option 1)

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

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