Date/Time
Date: 17/04/2018
Time: 1:00 pm - 2:00 pm
Speaker - Gill Steel
Categories

SRA Competence Statement A2

Aim
To help practitioners grapple with the drafting of Wills to capture the multiple nil rate bands which present clients with opportunities to save Inheritance Tax.
Outcome
Participants will be able to look for precedents with an appreciation of what is possible and what may be a case for counsel.
Agenda

  • The various conditions for the bands on offer
  • The widow(er) and the second spouse/civil partner with lineal descendants
  • Two widowers/ civil partners with lineal descendants
  • Larger estates where taper threshold can cause problems
  • Cohabitants

Gill Steel

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