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13 Sep 2017

Estate Planning using trusts and other mitigation strategies - Omagh

Details

Date 13 Sep 2017
Time 13:00 - 14:00
Location Silverbirch Hotel, Omagh
Cost £20.00 per person
CPD Points 1 Client Care and Practice Management
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Description

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.

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