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You are here: Course Outline

Inheritance Tax, the Family Home & other Key Issues

Credits:2View Alternative Price Options
Course Code: 2104

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Who should attend?

Partner / Manager / Junior
This course will update practitioners on the recent changes, developments and key issues in relation to Inheritance Tax.

The course will also show opportunities for tax planning for our clients in order to minimise their potential tax liabilities, and in particular, the planning that is available with our family homes and other properties. 

A review of relevant tax cases and numerous examples and illustrations make this a practical and informative course.

In addition, Amanda will bring a client case study to each of her courses to offer some practical experience on achieving the maximum tax efficiency. 

Course Content

The key features of the course will include:

  • Inheritance tax updates and developments
  • Family provision
  • An update on the enhanced nil rate band
  • IHT planning with the family home and other properties
  • A case study of a family home within a trust from death 
    • taking you through the wording of the will
    • the issues for the trust spanning 20 years
    • the various legal and practical issues affecting the beneficiaries’ shares
    • the options and tax implications for the trust now that the property is sold
  • A review of some recent tax cases relating to inheritance tax
  • Illustrative examples throughout