Course Programme
(All seminars will take place between 1pm and 2pm unless otherwise notified)
Title: Estate Planning - Tips and TrapsCourse Date: 26th May 2010 - 1pm to 2pm
Presenter: Gill Steel
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Aim
The aim of this updating seminar is to probe the practical problems associated with planning an individual's estate to reduce the impact of capital taxes and enhance the net estate for inheritance purposes.
Outcome
Participants will be confident in discussing current issues with clients.
Agenda
- Lifetime giving: to avoid gifts with reservation of benefit/POT; to maximise use of reliefs
- Outright gifts v gifts into trusts
- Avoiding settlor interested trusts
- Life assurance products
About Gill Steel
Gill Steel is a solicitor and a member of the Law Society's Wills & Equity Committee. She is a STEP member and on the STEP UK Probate & Estates Committee. Her other qualifications include ATT and she has an MBA in Legal Practice Management. She is the author of "Trust Practitioner's Handbook" published by Law Society Publishing and can be contacted via her website at www.lawskills.co.uk
Course Fee
Special rates available with limited availability for first time attendees and/or sole practitioners.
Normal Course Fee
£99+VAT for LiPS Legal Members
£139+VAT for Non LiPS Legal Members
Note: You can have as many people as you want attend for this fee participating together