Estate Planning & Tax for Couples - An Online Workshop

Introduction

Clients who are married or in a civil partnership have various estate planning opportunities open to them.

Efficient planning can involve gifting, investing and will drafting.

In this virtual classroom seminar, various case studies will analyse the advantages and disadvantages of different planning ideas.

What You Will Learn

This live and interactive course will cover the following:

• What information you need to be able to advise
• How to structure gifts in the circumstances of the case studies
• What gifts should not be made and why?
• Options to beat seven-year survivorship period
• How to make the tax planning easier for the surviving spouse
• How to save inheritance tax for future generations
• The ways to maximise valuable reliefs
• What structures should be put in place to facilitate the successful planning?
• The opportunity of different life expectancies
• Second marriages - what to worry about

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.