CLT
 

Inheritance Tax - Including Planning Points
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COURSE OBJECTIVES: This is a practical course reviewing the principles and computational aspects of inheritance tax with a focus on current planning issues and opportunities to minimise the potential inheritance tax burden – including the use of trusts in the current climate and key anti-avoidance measures.


At the end of the course participants will benefit from an understanding of the inheritance tax computation and an appreciation of the key tax planning strategies currently available.


COURSE CONTENT


Specifically the course will cover the following:


  • Key terminology in inheritance tax

  • Calculation of tax liability on lifetime transfer and on death

  • Maximisation of reliefs and exemptions

  • Will planning, trusts and deeds of family arrangement

  • Anti-avoidance – gifts with reservation; pre-owned assets; other pitfalls

  • Planning issues and opportunities

  • Case studies


WHO SHOULD ATTEND


This course is intended for newcomers to practical inheritance tax and those who need an update and refresher.


Would you like this course run in-house? Call us on 0207 566 8207 to find out more


Anne Mathieson Anne started life in the Scottish office of Peat Marwick Mitchell & Co where she qualified as a chartered accountant and tax advisor. She gained experience of audit, accounting and consultancy in a wide range of commercial environments before specialising in taxation of corporations and their key staff. After nine years, Anne moved south and spent a short period with Sheen Stickland & Co. A career in business education followed at Farnborough College of Technology (lecturing tax and accountancy and latterly in management) where she stayed for twenty years culminating in an appointment as Head of School of Management in Finance. Throughout this time, Anne had been in spare time practice specialising in accounting and taxation services to small business and personal taxation. Training had also been provided to professionals and others on a wide range of accounting and tax subject areas. Having left the education sector Anne still enjoys carrying out training. Her current full

Fees (ex VAT)

Member Fee £315.00

Non Member Fee £575.00
Locations & Dates
10/10/2012 - London (09:30 am - 05:00 pm)   Speaker & Venue Details BOOK >>