Tax and Estate planning update

Details:
Cathy will provide a refresher on the order of gifting, looking at CLTs and PETs and the 14 year shadow as well as discussing the considerations when dealing with assets on first death.

Learning objectives / potential outcomes:

By the end of the event delegates will be able to understand:
1. The impact of different gifts when made in a different order
• Potentially exempt transfers
• Chargeable lifetime transfer
2. Impact of periodic and exit charges on discretionary trusts
3. Understanding when the 14-year shadow can occur
4. How jointly held assets are dealt with on first death
• family home
• shares
• bank accounts
• investment bonds
• pensions
5. Why use a deed of variation
6. Transferable nil rate band
7. Residence nil rate band

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

To reserve your place book here

Timings:

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

About the speaker:
Cathy has worked in the financial services industry for over 20 years with experience in both professional adviser and provider marketplaces, specialising in taxation, trusts, estate planning and delivering training. She is a Fellow of the Personal Finance Society, a Chartered Financial Planner and a Trust and Estate Practitioner.

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