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A unique two day course relating to estate planning legislation and the opportunities this presents for wealthier clients, demonstrating its practical application with typical client scenarios/case studies. Briefly covering the correct death planning and analysing lifetime planning opportunities too!

Agenda:

Session 1: Tuesday 1st March 

Planning to make a difference to clients and differentiate yourself from the competition

  • First things first – Making the most of IHT allowances
  • Super Gift Trust – A completely unique Trust to CTT Group!
  • Avoiding a Gift With Reservation of Benefit: – Gifting a share of a rental property and retaining the rent – Gifting your main residence to a cohabiting family member
  • Multiple Trusts settled on death: How to break the relationship
  • Dealing with Life Assurance correctly: When the life office Trust may not be enough
  • RNRB: Planning for the £2m taper threshold

Session 2: Wednesday 2nd March

Wednesday’s session will use practical case studies based on the theory covered in Tuesday’s session.

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Want to register for Part 2 of the course on the 8th – 9th March as well? Click here

Register for Part 2

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