Effective solutions for IHT planning that can reduce your clients IHT liability

 
This webinar was recorded on Wednesday 9th August, 2023 - 2pm and is available on demand.

IHT planning is something all accountants in practice must be on top of. If you’re looking to validate your knowledge around IHT planning or do more with your current client base of HNW individuals, then join our webinar, Wednesday 9th August, 2:00pm. Barrie Hamilton will be discussing The importance of IHT planning, Restrictions to the £1m “allowance” for married couples, mitigation., exemptions and more.

What will I learn?

• A brief history of IHT.
• IHT – What it is and how it works.
• Restrictions to the £1m “allowance” for married couples.

[This will involve explaining why the Residence Nil Rate Band might not be available in all cases.]

• IHT mitigation
• Lifetime giving
• A summary of the various exemptions
• A whistlestop tour of Business Property Relief and Agricultural Property relief
• Closing remarks 

Speaker

Barrie began his career in tax in 1995, qualifying as a Chartered Tax Adviser in 1998. During his career, Barrie has mainly worked in the regional offices of both national and local accountancy practices and has provided tax planning advice to high-net-worth individuals and corporate clients. Barrie’s main area of expertise is within the private client arena where he provides advice to individuals and families on inheritance tax mitigation and trust planning strategies.