IHT in Trusts & Estates - A Round Up of Recent Case Law & Developments

Introduction

Are you a solicitor or accountant who has enough to do without trawling through the latest changes to IHT in trusts and estates?

If so, this virtual classroom seminar is for you.

Tax law is becoming ever more complex but although keeping abreast of the latest developments in legislation and case law is an essential tool for busy solicitors working in the private client environment, being able to do so in a two-hour course live at your desk is invaluable.

This session will guide you through both the changes and updates in the legislation and some practical concepts that have arisen in recent times.

We will also review some carefully chosen recent case law introducing you to UK IHT in trusts and estates in 2024; the essential information to know.

Throughout the course, there will be interactive quizzes and case study exercises to reinforce your learning.

What You Will Learn

This live and interactive course will cover the following:

• Changes in recent Finance Acts to trusts and estates
• The Trust Registration Service and who needs to use it
• The use of related settlements and the impact on these of recent legislation
• Using family investment companies - the pros and the cons
• Changes to Agricultural Property Relief

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.