IHT Planning, Including Variations, in Estates

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IHT PLANNING, INCLUDING VARIATIONS, IN ESTATES

With asset values so volatile, and personal circumstances of beneficiaries so variable, estate administration often involves opportunities for IHT mitigation. With the best will in the world, many clients will not have done up-to-date tax planning in their wills, and there is often scope to offer better alternatives to beneficiaries post death. This talk will explore:

• Trusts of property: choosing the right form of trust, with the benefit of hindsight, for security and tax mitigation
• Utilising loss relief, with some property values now falling (and estimates of 10% losses in value), and what to do with mixed gains and losses
• Using Variations of wills to secure better IHT solutions, and some traps to watch

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer