This course offers experienced practitioners the opportunity to take time out of the office and explore up to date issues in wills and trusts (both drafting and tax planning) as the law and practice changes in the company of other practitioners and our expert speaker. Examples of draft clauses will be examined.
The course will cover:
- * Nil rate bands and IHT
- Perpetuities and accumulations
- IPDIs, TSIs
- Will provision for children and grandchildren
- Lifetime planning options
- Uses of trusts and alternative structures
- Pilot trusts
- Variations of estates and trusts
- CGT holdover relief/entrepreneurs relief