IHT and Trusts

Overview

IHT is of increasing importance, with many clients concerned with the potential liability falling on their beneficiaries. All possible means of avoidance and mitigation need to be fully appreciated. 

In this seminar a range of tax planning opportunities are considered, all by reference to legislation, practices and developments.

Topics covered include: 

Strategy and parameters for reducing the tax charge in a variety of client circumstances

Reliefs and how to maximise them

BPR and APR planning and latest developments

Gifts with reservation of benefit

The family home

The non-domiciled client

Marketed schemes

Using trusts during lifetime and on death

Deeds of Variation

IHT on succession plans