13 Sep 2017
Estate Planning using trusts and other mitigation strategies - Omagh
Book your place at this event now
||13 Sep 2017
||13:00 - 14:00
||Silverbirch Hotel, Omagh
||£20.00 per person
||1 Client Care and Practice Management
The Law Society of Northern Ireland, in conjunction with Law Society (NI) Financial Advice Ltd, is delivering a comprehensive series of CPD sessions which will be of benefit to practitioners.
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.