IHT - Current Planning and Key Issues for the General Practitioner

This course focuses on key matters and core techniques to be considered when undertaking lifetime and death planning for clients in looking at their current and potential exposure to IHT.

Case studies and illustrations will be used throughout to highlight alternatives and practical issues.

The course will include:

• Reviews, Recommendations and Speculation
• Approach to IHT planning with clients
• Useful lifetime planning  tools                                                               
• Death- a guide to the IHT process and reporting
• Five Death Estate planning fundamentals including variations
• IHT and residential property - do’s and don’ts
• BPR/APR -  five  key pitfalls to avoid
• Any new or recent developments