Inheritance tax a refresher of the old rules and review new opportunities

Available on these dates:

Code	Venue	Lecturer	Date	Time	Price	Qty
CH0910	Chester	Peter Legg	09/10/2012	9:30 am to 12:30 pm	£69.00
NM1010	Bolton	Peter Legg	10/10/2012	9:30 am to 12:30 pm	£69.00
SM1911	Wilmslow	Peter Legg	19/11/2012	1:30 pm to 4:30 pm	£69.00
P2011	Preston	Peter Legg	20/11/2012	9:30 am to 12:30 pm	£69.00

You can book this course by using the booking form above. The booking will be confirmed by e-mail.

Course contents

This course is designed for accountants involved with IHT and provides a detailed review of current rules and exploration of new IHT planning opportunities. Inheritance Tax planning and the family home

Succession planning for the family business

Maximising reliefs and exemptions

Tax effective and flexible wills

Lifetime giving

Moving assets around the family to reduce IHT

The family home and IHT

Avoiding pitfalls such as a gift with the reservation of benefit provisions

Tax planning and businesses

The use of trusts

Avoiding Capital Gains Tax on an estate planning disposal

Tax effective Wills and Deeds of Variation.


The exact contents are set about four weeks before the course date and you will find details at www.smarttraining.co.uk.


Where the course is presented by Peter Legg no notes will be supplied but the course will be supported with slides.