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Private Client Section

Seminar: Practical inheritance tax update (April/May 2019)

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Join us in London (24 April), Birmingham (30 April) and Manchester (9 May) for an inheritance tax update.

The event is inclusive to Private Client Section members.

This seminar will provide a practical focus on recent changes affecting inheritance tax.
This one-hour seminar will provide an update on:

  • residence nil-rate bands and downsizing
  • business property relief
  • criminal facilitation of tax avoidance, and
  • the future of inheritance tax and trust taxation.

Learning outcomes

  • Obtain the latest relevant updates on inheritance tax impacting your clients.
  • Understand the implication of recent inheritance tax changes and case judgments.
  • Receive practical guidance on how to best advise and support clients.

Programme times

  • 6pm to 6.30pm: registration
  • 6.30pm to 7.30pm: seminar
  • 7.30pm to 8.15pm: networking drinks.

SRA continuing competency code

A2, B1, D3

Speaker

lisa mark bell 350x235

Lisa Mark-Bell, Freeths

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.

She 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 the Society of Trust & Estate Practitioners (STEP) and the Chartered Institute of Taxation (CIOT), having qualified as a chartered tax adviser in 2014.

Private Client Section supporters

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Join us in London (24 April)Birmingham (30 April) and Manchester (9 May) for an inheritance tax update.

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