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.

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