Inheritance Tax Planning

A successful CPD event was held on Friday 26th May for Financial Liverpool. John Humphreys of WAY Investment Services presented an informative talk about Inheritance Tax Planning and the use of specific trusts that allow some flexibility for settlors. It was a very informative and engaging presentation, as always John was a great speaker and captured everyone’s interest.

There was a good turnout (despite the lovely sunny weather) and Financial Liverpool received a great many of comments from delegates about how much they’d enjoyed the event and how helpful it was. IHT planning is a very relevant topic for Financial Planners as well as for Solicitors. There were quite a few local solicitors in attendance. This is excellent to see as it means Financial Liverpool are capturing a mix of professions for their events, not just Financial Planners!

The presentation was followed by a relaxed networking lunch before everyone had to get back to work.

Carly Dunningham from Financial Liverpool said” Tilney’s once again offered an excellent service in welcoming guests and organising refreshments., the committee are very grateful for the support they provide”.

This month we are delighted that John Humphreys from WAY Investment Services is returning to speak to us about IHT Mitigation. This informative presentation will also cover the mechanics of the recently introduced Residence Nil Rate Band (RNRB).

Please reserve your place at this event early by registering here

The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.

Learning Objectives - by the end of the event, delegates will understand:

• The RNRB rules and be able to identify those clients that will and will not qualify for the RNRB
• The differences between Discounted Gift Trusts and Flexible Reversionary Interest Trusts & identify which clients are likely to be attracted to each
• The Gifts from Normal Expenditure Rules
• The different Income Tax and Capital Gains tax based strategies

About the speaker:

John joined WAY in 2003, having entered the financial services industry in 1988. Prior to joining WAY, John worked in sales with several major institutions, including Guardian and Scottish Widows.

Timing:

Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking 13:30 – 14:30

To book online visit the page on eventbrite.

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