IHT Planning for High Net Worth Clients in Scotland - A Guide to the Options Available

Introduction

IHT mitigation is a key consideration for high net worth clients.

This new virtual classroom seminar will look at the key lifetime IHT planning strategies as well as considering tax efficiencies through wills and Deeds of Variation.

Aimed at private client solicitors and other professionals who have an understanding of how IHT operates, the session will focus on practical and often overlooked strategies to equip you with the tools you need to provide a bespoke package of advice to each of your clients.

Although the session will primarily focus on IHT, it will also consider the wider tax implications of the planning opportunities for your clients.

What You Will Learn

This live and interactive course will cover the following:

• Making gifts work for your clients
• Passing on wealth via trust structures
• Ensuring the estate benefits from the Residence Nil Rate Band
• Appropriate will drafting options
• Redirecting inheritances beyond the basic Deed of Variation

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.