This course analyses will provisions for clients with various business interests and in particular will look at how business and agricultural property relief can be maximised and also at various common business structures, cross option agreements and succession and tax planning issues.
Various family business scenarios will be used to illustrate the options that are available to family businesses so that delegates will become aware of the kinds of issues they should consider in their role as family business advisors. The course will cover recent cases and legislative changes as well as a wide range of will provisions.
The course will cover:
CLT Member Fee £120.00
Non Member Fee £240.00
John Bunker is a solicitor and chartered tax adviser with Thomas Eggar LLP where he is the private client training partner and co-ordinator of 5 technical committees for the private client group. John has 25 years’ experience of will and trust drafting, UK estate and tax planning, and the affairs of the elderly and has extensive experience of working with fee-based financial planners and investment managers. He uses his practical experience to illuminate technical issues. John has for more than 15 years been responsible for his firm’s in-house will precedents and has in the last 2 years led a project working with PLC on additions to their will precedents.
