An introduction to tax and estate planning

This accessible and comprehensive webinar will equip practitioners with the key tax and estate planning principles needed for effective client advice. Perfect for those starting out or seeking a refresh, it covers core concepts and practical applications in wills, trusts, and lifetime planning.

Topics covered include:

• PETs, GROBs, and the 7-year rule.
• Annual exemptions and Normal Expenditure Out of Income.
• Using BPR and AIM investments effectively.
• Structuring lifetime trusts for maximum benefit.