IHT planning for High Net Worth Clients – implications and application

Aim

To help practitioners’ advise HNW Clients need estate planning advice.

Outcome

Participants will be better equipped to help HNW clients with their estate planning.

Agenda

• A detailed discussion and step by step guide to help a particular HNW client mitigate his tax liability on death whilst protecting his family and business needs.
• We will explore steps that can be taken now, in a will, by deed of variation, with investments, with changes to the business structure and set up all whilst keeping an eye and improving the clients position in relation to other tax concerns.