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Case Study on Inheritance Tax Planning in Estates and Trusts

£25 plus VAT

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Details
Date: Thursday 27th November 2025
Speaker(s): John Bunker
CPD Time: 1 Hour
Duration: 1 Hour
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In this talk we will explore an extended family needing IHT planning, through:

  • Wills and will trusts, including variations within 2 years of death
  • Maximising BPR & APR within a family
  • Cross-option agreements to keep business interests in the hands of existing owners, within a family and outside, and how these link in with wills
  • Issues within an estate administration, to minimise IHT, including a claim for RNRB and loss relief

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer

£25.00 + VAT

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