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27 Apr 2017

Law Society Financial Advice - Esoteric Investments – The Good, The Bad & The Ugly

Details

Date 27 Apr 2017
Time 13:00 - 14:00
Location Law Society House, 96 Victoria Street, Belfast
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. To increase accessibility the sessions will take place in a variety of locations and at various different stages of the year.

Esoteric Investments – The Good, The Bad & The Ugly

Thursday 27 April 2017 Law Society House, Belfast

This session will cover:

Recent legislation changes and updates including GAAR and schemes HMRC are known to be targeting;

‘Acceptable’ HMRC esoteric tax planning including EIS and VCT;

High Net Worth Individual and Self Certification as a Sophisticated Investor;

Business Property Relief investments;

Attraction and pitfalls of investing in renewable energy, property schemes, crowd funding etc.

Business Protection – The vulnerabilities and most common mistakes made by Limited Companies, Partnerships and LLPs

Wednesday 7 June 2017 Law Society House, Belfast

This session will cover:

Ownership – Options to protect the business (and beneficiaries) against death of a business owner or partner and consequences of getting the planning wrong;

Profit – Key Person cover;

Debt – Business loan protection;

Relevant Life – A hugely tax efficient way for directors and key employees to fund their life cover needs;

Group Life – Beware the impact of the Pension Lifetime Allowance.

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

Estate Planning using trusts and other mitigation strategies

Tuesday 12 September 2017 Law Society House, Belfast

Wednesday 13 September 2017 Silverbirch Hotel, Omagh

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.

Pension planning in detail

Wednesday 11 October 2017 Law Society House, Belfast

Thursday 12 October 2017 Killyhevlin Hotel, EnniskillenThis session will cover:

Pension contribution limits and restrictions;

Pension Lifetime Allowance amounts and protections STILL available for large funds;

Using a pension to buy property;

Pension Freedoms legislation and the consequences of being trapped in a scheme that can’t accommodate them;

Death Benefits and the impact of Group Life Schemes on the Lifetime Allowance;

Pensions in IHT planning.

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

Investing for vulnerable individuals

Monday 11 December 2017 Law Society House, Belfast

Tuesday 12 December 2017 Canal Court Hotel, Newry

This session will cover;

The roles and responsibilities of Trustees and Attorneys;

Suitable investment strategies for Personal Injury Trusts;

Elderly care options, costs and allowances;

Estate deprivation;

Treatment of the home if elderly care is required.

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

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