Tax Planning

Superhero Webinar 75: Inheritance Tax Planning Half 2

At Countrywide Tax & Trust Corporation Ltd, we pride ourselves on providing quality advice so that you can provide the best advice on estate planning to your clients.

Wealthy customers in particular are often concerned with inheritance tax (IHT) and can unfortunately be caught as the strategy for solving this problem often falls short. The devil is really in the details!

Our next superhero webinar will discuss planning for clients looking to reduce the IHT risk of their estate. We’ll also cover IHT strategies that will make a difference for the majority of customers and will help you differentiate your offering from the competition and deliver the best strategy for your customers.

Our next superhero webinar will discuss planning for clients looking to reduce the IHT risk of their estate. We’ll also cover IHT strategies that will make a difference for the majority of customers and will help you differentiate your offering from the competition and deliver the best strategy for your customers.

Topics are:

Pilot Trusts vs Will Trusts – Why Pilot Trusts Can Offer a Significant IHT Benefit

Lifetime gift giving customers may face an IHT penalty for using Will Trusts as opposed to Pilot Trusts for their death planning! Don’t let your wealthy clients fall into this trap!

Options for clients with additional properties

A brief overview of options for customers with additional properties within their properties, how to deal with CGT, how to give, when to give.

Plan to mitigate / reduce the £ 2mn RNRB cone impact

The definition of “estate” for the purposes of the RNRB differs from that elsewhere in IHTa 1984…. This provides estate planning opportunities for clients whose properties are approximately £ 2M or more to restore their estate to the RNRB and save IHT up to £ 140,000!

Register your place in our FREE webinar!

All webinars start at 10:00 a.m. and end at 11:00 a.m.

Friday March 5th

Monday March 8th

This article was submitted to be published by Countrywide under their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

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