Property ownership - helping children on the property ladder; tax traps & asset protection
In this IIL Financial Services lecture Alison Broadberry emphasised the importance of considering carefully the different options for, and consequences of, helping children on the property ladder, covering relevant aspects of Inheritance Tax, Capital Gains Tax and Stamp Duty Land Tax.
She outlined the key tax and asset protection considerations for advisers or clients who are considering helping children.
By the end of this lecture members would have gained an insight into:
- The key tax issues advisers and clients should be aware of when considering helping children on the property ladder
- The asset protection considerations
- Some alternative structuring options for property ownership
Edward Grant FPFS, Chartered MCSI FRSA, Divisional Director, Chartered Financial Planner, Chartered Wealth Manager, European Financial Planner, Technical Connections.
Registration & Security
IIL lectures are open to CII and PFS members
CII and PFS members must register online by 2pm one working day before the lecture
For lectures held in The Old Library, Lloyd's pass holders may also attend and do not need to register
All attendees (at any venue) must produce photo ID - either a Lloyd's pass, driving licence with photo or valid passport
- Email confirmations and photo ID must be produced to security staff at the lecture venue
- Attendance confirmations are non-transferable to any other person or lecture
- All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission
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This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.