About this Event
Using a case study and Q&A session, this CPD Session will include a number of the important Tax changes announced in the last 18 months and how these have impacted on Estate Planning – especially in the areas of pensions and planning with a family business.
Also a brief outline will take palce on current Investment Trends and Business Structures.
Agenda
🕑: 08:30 AM - 09:00 AM
Registration & Breakfast
🕑: 09:00 AM - 10:15 AM
Important Tax changes In The Last 18 Months - Their Impact on Estate Planning
Host: John Woolley - Tax Consultant
Info: This session will include some of the following areas:
• What owners of private limited companies should be thinking about with business succession
• The role of planning using Wills, Will Trusts and deeds of variation
• How family investment companies can offer a planning solution and some of the possible pitfalls
• Planning with discretionary trusts and insurance based lump sum inheritance tax plans – which plan is appropriate and when
• How to deal with buy-to-let properties in estate planning
• How to mitigate inheritance tax on pension plans
• Important points to consider when setting up policies in trust to provide cash to meet inheritance tax – including dealing with chargeable lifetime transfers, maximising the normal expenditure exemption and the use of Rysaffe planning
🕑: 10:15 AM - 10:30 AM
Tea & Coffee Break
🕑: 10:30 AM - 11:00 AM
Current Investment Trends and Business Structures
Host: John Woolley - Tax Consultant
Info: Points of discussion in relation to Investment Trends and Business Structures (including Protection and Cash Investment) given April’s BPR changes.
Event Venue & Nearby Stays
The Merchant Hotel, 16 Skipper Street, Belfast, United Kingdom
USD 0.00
