Skip to Main Content

Estate Planning using trusts and other mitigation strategies - Belfast

12 Sep 2017
13:00 - 14:00
Law Society House, Belfast See Details


This session will cover:

  • Annual Allowances and exemptions;

  • Use of Trusts such as Discounted Gift Trust or Gift & Loan Trust to reduce or cap IHT liability;

  • Legacy Trusts for those with no immediate family beneficiaries;

  • Use of strategies such as IPDI Trusts to protect beneficiaries from previous marriages;

  • Use of Discretionary Will Trusts to utilise unused Nil Rate Band for remarrying widows / widowers. Increases to the NRB for a couple to more than the current £650,000 limit;

  • Business Property Relief.

As well as factsheets to take away, case studies will be used to highlight opportunities and vulnerabilities.

Share this event

This event has 47 places remaining

The Law Society of Northern Ireland website use cookies. By continuing to browse the site you are agreeing to our use of cookies. For more details about cookies and how to manage them see our cookie policy

Accept and close