Lunchtime Lecture: Inheritance Tax Planning - An update and current mitigation strategies

Overview:

Tim will provide an overview of the current inheritance tax regime, legislative updates in this area and ways in which this tax can be mitigated including through the use of Business Property Relief and Investment Management.

Learning objectives:

* An overview of the current Inheritance Tax (IHT) regime

* Understanding various IHT mitigation strategies

* What is Business Relief (BR), how it works and how it can be used to pass assets between generations?

* What qualifies for BR and what is relevant business property?

* How investment in smaller companies via the Alternative Investment Market (AIM) and Nex Exchange Growth markets can reduce an individual’s taxable estate.

* The risks of investing in smaller companies and how these can be minimised.

* Why might a client choose to invest in a diversified smaller companies portfolio.

Time: 12.30pm Buffet lunch; 1pm Lecture; 2pm Finish

Access is available through Pub du Vin entrance in Edmund St for people with mobility needs.

Lectures are provided free of charge to CII/PFS members. A £15.00 charge is made for non-members attending the lecture payable at the time of booking (Please note: If payment is not made at the time of booking online, kindly advise in the special requirements box your method of payment, e.g. cheque to follow in post).

Proof of membership is required; kindly ensure you bring along your CII/PFS PIN for registration.

If this event becomes fully booked, please email birminghaminstitute@cii.co.uk to be added to our reserves list.

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