BPR & Estate Planning - A Toolkit of Key Principles

Introduction

This new virtual classroom seminar will provide you with a detailed insight into application of business property relief (‘BPR’) for the purpose of estate planning and relief from IHT.

What You Will Learn

This live and interactive session will cover the following:

• What qualifies for BPR?
• BPR rates
• Period of ownership
• Excepted assets
• Investments (the ‘wholly or mainly’ test)
• Clawback of BPR
• Estate planning tips

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.