We are hosting a seminar on estate and succession planning. As we widely reported failing to effectively plan ahead for the next family generation can leave many families with lots of potential problems that they have to unpick.
We are hosting a series of CPD accredited seminar that will act as a refresher on the rules, financial planning ideas that can you potentially unlock some of your clients and professional connections.
- New Principle private residence tax relief
- Postponing or accelerating the CGT charge
- Business Relief, Uses & benefits
- Sale of Business & sheltering from IHT
- Generational planning ideas
- The use of Trusts
- Working with professional connections
The Lunch will run from 12:30pm to 2:00pm and structured CPD credits are available.
Places are limited, so please contact the LGBR sales team by email or phone on 020 3195 7100 to reserve your place.