This course is designed for accountants involved higher-level IHT & trust planning and compliance.
The course draws its contents from:
- Refresher of current IHT rules
- Impact of Finance Acts
- Inheritance Tax planning and the family home
- Succession planning for the family business
- Maximising reliefs and exemptions
- The use of trusts and IHT planning
- Tax effective Wills and Deeds of Variation
- Update on the taxation of trusts.