With changes to capital taxes likely, how should we be advising clients on inheritance tax (IHT) mitigation in 2021? Join our webinar for a practical focus on IHT planning in extraordinary times.
Topics
The webinar includes:
- comment on any IHT changes in the Budget on 3 March
- consideration of any major changes for our clients likely in an Autumn or Spring 2022 Budget
- lifetime gifts: key openings to encourage clients to utilise
- will drafting for spouses to mitigate IHT: the forms of trust really worth the time and cost for clients
- any particular advice for farming and business clients on wills or lifetime gifts
Speakers
Naomi Neville, senior associate solicitor, Irwin Mitchell
Naomi’s broad private client experience focuses on:
- assisting clients with estate and tax planning
- advising on wills
- lifetime giving, and
- the preparation of LPAs (for personal and business use)
She also has expertise in setting up and managing trusts.
She particularly enjoys finding creative solutions for business owners, entrepreneurs and directors, property owners, and those who have inherited wealth.
John Bunker, consultant solicitor and chartered tax adviser, Tax Trusts and Estates, Irwin Mitchell
John Bunker recently completed editing the Law Society’s new IHT Planning Handbook, published in mid-December, writing one-third, along with 14 Irwin Mitchell colleagues.
A freelance lecturer who is also a solicitor and CTA in Tax Trusts and Estates, for IM dealing with technical and training work. He moved into this role following more than 25 years’ experience as a solicitor specialising in wills, trusts, estate and tax planning.
John is Chair of CIOT’s Private Client (UK) Committee and serves on HMRC’s Capital Taxes Liaison Group & the new TRS Sub-group for 5 MLD.
Kate Mahon (moderator), chair of the Private Client Section advisory committee
Kate Mahon is a solicitor and sole practitioner at Davidson Mahon Solicitors in Rugby, Warwickshire. Kate deals with all aspects of private client work, but has particular expertise in advising farming families and business owners with regard to their estate planning.
Kate also gives seminars on making applications to the Court of Protection.
