Inheritance Tax and Planning Opportunities

Quorum Training

Course

In City of London

£ 545 + VAT

The best Other Taxation courses

See all

See all

Description

  • Type

    Workshop

  • Location

    City of london

  • Class hours

    6h

  • Duration

    1 Day

  • Start date

    Different dates available

Aimed at newcomers to practical inheritance tax

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.

Facilities

Location

Start date

City of London (London)
See map
138-142 Holborn, EC1N 2NQ

Start date

Different dates availableEnrolment now open

About this course

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

Questions & Answers

Add your question

Our advisors and other users will be able to reply to you

Who would you like to address this question to?

Fill in your details to get a reply

We will only publish your name and question

Reviews

Subjects

  • Inheritance
  • Trusts
  • Tax Liability
  • Inheritance Tax
  • Tax Law
  • Tax Calculation
  • Taxation Law
  • Appreciation
  • Planning
  • Tax Planning
  • Climate
  • Computational
  • Tax

Teachers and trainers (1)

Russell Cockburn

Russell Cockburn

Teacher

Russell is an independent taxation consultant, author and lecturer. He has presented tax seminars and in-house courses for Quorum Training Limited for 20 years. He is an experienced presenter for a number of professional training organisations on a variety of UK taxation topics throughout the UK.

Course programme

At the end of the course participants will benefit from:

  • an understanding of the circumstances when a lifetime chargeable transfer arises
  • having worked through both a lifetime and a death inheritance tax computation example
  • an appreciation of key tax planning opportunities

CONTENT
  • 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

See related categories

Inheritance Tax and Planning Opportunities

£ 545 + VAT

The best Other Taxation courses

See all

See all