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TRAINING & EVENTS

ON HOLD – Charting the IHT Course: Strategies for Navigating Uncertainty and Advising Clients in the Year Ahead

29th February 2024
Live Webinar
12:30 - 13:30
Free of Charge(members), £35 plus VAT(non members)

IN LIGHT OF THE GOVERNMENT’S INTENTION TO HOLD THE  BUDGET ON 6TH MARCH, WE HAVE DECIDED TO POSTPONE THIS WEBINAR SO THAT WE CAN INCORPORATE ANY RELEVANT AND UP TO DATE INFORMATION THAT MAY ARISE FROM THE BUDGET ANNOUNCEMENT.  WE WILL ANNOUNCE THE RESCHEDULED DATE SHORTLY. 

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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 the valuation of AIM investments, their tax exemptions, and the potential implications of IHT abolition on the validity of Potentially Exempt Transfers (PETs). 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.