06 Sep 2023
Law Society Financial Advice Series 2023 – Estate Planning using trusts and other mitigation strategies
Details
Date |
06 Sep 2023 |
Time |
13:00 - 14:00 |
Location |
Law Society House, Belfast |
Cost |
£35.00 per person |
CPD Points |
1 General Group Study |
Description
The Law Society of Northern Ireland, in conjunction with Law Society (NI) Financial Advice Ltd, is once again 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;
· Agricultural Property Relief.
Interested in attending this event?