Estate Planning Today

Recorded on: 02/12/2019


To explain the principles of legitimate estate planning to mitigate capital taxes on death against the onward march of draconian disclosure and anti-avoidance regimes


Practitioners will be aware of the traps and understand the use of insurance products, pensions, gifts, trusts and reliefs to mitigate inheritance tax


  • Can we undertake estate planning?
  • How do we approach clients who seek estate planning?
  • Clients’ goals
  • Particular assets & liabilities
  • Wills and LPAs


Non members:  £159.00

Members:  £115.00

Sole practitioner:  £80.00

All prices ex-VAT

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01904 635 444
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