Skip to Main Content

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.

Links

Interested in attending this event?

Share this event

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