Private Client Section seminars

Inheritance tax planning in 2021

2021-03-15T12:08:00

IHT-webinar-15-march-2021

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.

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:

  • Kate Mahon (moderator), chair of the Private Client Section advisory committee
  • Naomi Neville, senior associate solicitor, Irwin Mitchell
  • John Bunker, consultant solicitor and chartered tax adviser, Tax Trusts and Estates, Irwin Mitchell

The event was recorded on 15 March 2021. 

Sign in or become a member now to watch the full recording.

View all on demand content within our catalogue of past event recordings.

 

 

 

 

This is premium content

In order to access this content you must be a member of the Private Client Section and logged in.

If you have not registered before, register now to gain access to this content. You must use the email associated with your section membership.

Log in

Not a Private Client Section Member?

Join now

if you require assistance with joining this section, please email us at msadmin@lawsociety.org.uk or call us on 0207 320 5804