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Topics include:

  • Probate – a brief update
  • What can go wrong: – Missing reliefs, – Missing allowances ,- RNRB, – Transferable nil rate bands
  • What is the value of 50% of a property for probate purposes?
  • Claiming the 15% deduction – did you know it even existed?
  • Did you know that gifts to/for the benefit of dependent relatives can be IHT free immediately?
  • Did you know that if you settle a mortgage from a life policy held in trust, the debt is no longer allowable for IHT purposes?
  • And more!
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