Join us for an insightful webinar tailored for Surrey Law Society members in private client practice. In this session, we will delve into the intricacies of addressing the uncertainty surrounding Inheritance Tax (IHT) over the next year and its profound implications on client advice. The webinar aims to equip practitioners with practical steps to manage this period of unpredictability. Through interactive discussions and real-world examples, we will explore crucial topics such as Trusts available inter-vivos or in wills, their implications for tax purposes, and other ways to safeguard assets such as making use of the current lifetime gifting rules.  We will also discuss Potentially Exempt Transfers (PETs) and Chargeable Lifetime Transfers (CLTs).

Attendees are encouraged to actively contribute, ensuring a dynamic exchange of ideas and insights. Don’t miss this opportunity to gain practical knowledge and strategies for navigating the evolving landscape of IHT, ultimately enhancing your ability to provide valuable advice to your clients.

About Helen Forster