Inheritance Tax Update
Chris Whitehouse and William Massey QC will review the top IHT cases over the year and indicate how these can have important wider implications into the developments of IHT relief’s.
Pensions Update for Private Client
What clients must beware of when restructuring pension benefits, Patrick Soares will go through QROPs, QNUPs, EBTs and EFURBs – bringing you the practical planning including structures to invest back into the UK and Malta and Guernsey examples.
The New CGT Regime
This conference will look at the scope of the for CGT new rate of 28% and indicate plans to mitigate this for trustees and private clients respectively. Including Capital gains tax and trusts – using Jenkins v Brown and Crowe v Appleby.
Plus many more sessions including Lifetime Planning and more drafting tips.
Lifetime Planning session will go over the width of “occupation”: s102B(4) schemes and trust conversions.
Drafting Corner tips include the PAA, pensions and by-pass trusts, the flexible IPDI and getting rid of unwanted NRBDTs: the s144 appointment.
"I really enjoyed the interaction of the presenters – especially the differing views sometimes debated between Chris & Emma – very useful!"