Webinars by Practice Area
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