SPEAK TO AN ADVISOR
Effective solutions for IHT planning that can reduce your clients IHT liability – RE-RUN due to it's success
Effective solutions for IHT planning that can reduce your clients IHT liability – RE-RUN due to it's success
This webinar was recorded on Thursday, September 14, 2023 - 11am 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, Thursday, September 14, 2023, 11am. 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?
Speaker
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, Thursday, September 14, 2023, 11am. 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?
From this webinar you will gain a better understanding of:
-
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 Hamilton CTA
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.