There is no doubt that tax planning and in particular inheritance tax planning has become more and more complicated in the first part of the 21st century. Thresholds have increased, the introduction of the transferable nil rate band and residential nil rate band but different rules apply to these so not everyone can be guaranteed to qualify. Gifts made during your lifetime are more and more frequent particularly as older generations try and help younger generations get started on the property ladder.
The aim of this session is to try and bring some clarity to these rules and to help you to do some forward planning. Part of the session will also deal with specific questions that you may want to raise. Please email any questions with your RSVP. We will review these before the session and ensure that most frequently asked are covered.
The session will run from 8.30am for registration and a light breakfast, before sitting down at 9am. We aim to close by 10.30am.
We do hope that you will be able to attend. If you can, please contact Claire Renvoize via email: firstname.lastname@example.org or on 01284 717447 to confirm your place. Please enclose any questions or dietary requirements in your reply.