Inheritance Tax Refresher & Update

Course level

Introductory

Delegates

This course is relevant to solicitors, accountants, financial advisers and other professionals who would benefit from a reminder of the key principles and rules which apply to Inheritance Tax. It will be particularly helpful to those moving into the area of private wealth management and estate planning.

Course content

This one day course refreshes delegates on the fundamentals of inheritance tax, ensures they are up to date on all recent developments, and also introduces them to some planning issues.

Learning outcomes include obtaining a greater understanding of:

• The scope of Inheritance Tax
• Exemptions and reliefs
• The transferable nil rate band
• Using lifetime gifts
• Calculating tax on the death estate
• Post mortem reliefs and claims
• Business and Agricultural Property relief
• Disclaimers and variations
• Using trusts under the post Finance Act 2020 regime
• Planning to minimise IHT
• IHT anti avoidance rules

"A CPD certificate of completion will be provided by BPP Professional Education Limited upon request, following attendance."

Course Dates

Location	Dates	Time	Availability
London	22 Oct 2020	9:30 AM - 4:30 PM	Spaces	Book Now
London	14 Oct 2020	9:30 AM - 4:30 PM	Spaces	Book Now