IHT Planning for Businesses and Farms in a Changing Environment

£25 plus VAT

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Date: Monday 27th November 2023
Speaker(s): John Bunker
CPD Time: 1 hour
Duration: 1 hour
Online content includes 120 days access from the date of purchase.
All purchases are for a single user only.

Maximising BPR & APR, in lifetime planning, wills and post-death planning, is vital for farm and business owners. This session will cover:

  • An outline of the basics for 50% & 100% APR & BPR
  • Some crunch issues including the “wholly or mainly” test, for mixed trading and investment businesses
  • And excepted assets – what if you have “too much cash”?
  • BPR for farmers and issues to watch as environmental land management is revamped, changing established tax certainties
  • Use of NRB Discretionary Trusts, the importance for RNRB and some drafting issues, including uncertainty re eligibility for APR & BPR
  • Some lifetime succession planning, including avoiding proprietary estoppel claims

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer

£25.00 + VAT

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£25 plus VAT

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SKU: VCWP23-WINTER-6 Categories: ,