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Private Client Section

Private Client Section seminars: IHT and Death: A tax update (April/May 2018)

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This seminar will highlight recent changes affecting Inheritance Tax. 

Dates: 18 April (London) 25 April (Birmingham) 2 May (Manchester)

This one-hour seminar will provide an update on the deemed domicile changes, UK residential property look through, AMRL 2017 registration requirements and relevant outputs from the Spring Statement in March. The seminar will consist of:

  • Highlights of recent changes affecting Inheritance Tax
  • The Residential Nil Rate Band – practical examples and points to watch out for
  • The 36% rate – practical examples and points to watch out for. 

tavistock investments logo

Principal sponsor

Programme times:

18:00 - 18:30 Registration

18:30 - 19:30 Seminar

19:30 - 20:15 Networking drinks

Learning Outcomes:

  • Delegates will obtain the latest relevant updates on inheritance tax impacting their clients
  • Delegates will understand the implications of recent inheritance tax changes / case judgments and receive practical guidance on how to best advise and support clients.

Attending these seminars will help you feel confident you are on top of recent private client case law and judgments, ensuring you are:

  • Giving your clients the best service possible linked to current legislation and trends
  • Avoiding costly common errors and keeping on the right side of the regulators
  • Maintaining your ongoing continuous competency with relevant training
  • Keeping a step ahead of the competition with the latest market insight. 

SRA Continuing competency code: A2, B1, D3

Speakers

Lisa Mark-Bell 

lisa mark bell2

Lisa acts for a range of high net worth individuals in relation to their estate planning, including advising on the creation and management of trusts, tax planning strategies and Wills. Lisa also deals with the administration of all types of taxable estates including those with an agricultural or business element and advises charities in relation to complex tax issues including advising on Re Benham grossing requirements.

Lisa qualified as a solicitor in 2007, joining Freeths’ (then Henmans) private client department in the same year. Lisa is a member of Society of Trust & Estate Practitioners (STEP) and the Chartered Institute of Taxation (CIOT), having qualified as a chartered tax adviser in 2014.

 

 

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