Estate Planning for the Average Client

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Course Overview

This course will provide delegates with an introduction to the basic principles of estate planning as it applies to the ‘average client.’

Designed to assist practitioners when advising clients regarding the tax planning opportunities available, this course will also address and offer guidance on the issues which have arisen as a result of the transferable nil rate band.

Experienced lecturer John Thurston will provide practical examples to illustrate the points under discussion. These examples will also assist you when putting this knowledge into practice.

During this course the following topics will be considered:

  • Lifetime tax planning with regard to the family home
  • Capital Gains Tax
  • Income Tax
  • Other methods of saving IHT
  • Lifetime gifts and the use of exemptions
  • Gifts for the maintenance of the family
  • Nil rate band discretionary trust, residue to spouse, trustees can accept IOU or charge for NRB legacy

What are the requirements?

Learning Outcomes

  • On completion of this course you will:

    • Be familiar with the issues surrounding estate planning
    • Understand the circumstances in which an unused nil rate Inheritance Tax band can be transferred upon death to the surviving spouse/civil partner
    • Be able to advise clients regarding lifetime tax planning schemes

What is the target audience?

  • Private client practitioners

Keywords

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About Instructor - John Thurston

John is particularly interested in the law relating to wills, trusts, taxation, powers of attorney and elderly clients.

John is the author of "A Practitioner's Guide to Powers of Attorney", "A Practitioner's Guide to Trusts", "A Practitioner's Guide to Inheritance Claims" , "A Practitioner's Guide to Executorship and Administration" and "Estate Planning for the Middle Income Client" all published by Bloomsbury Professional.

John is also a contributor to "Tolley's Administration of Trusts" and "Tolley's Administration of Estates" and also contributed a section to "Tax Efficient Will Drafting" published by LexisNexis Butterworths.

Course Curriculum

recorded webinars

  • Webinar
    00:54:05

Documentation

  • Notes
    0 Page
  • Slides
    19 Page
  • Evaluation
    1 Page

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