The Budget and IHT Planning
Presentation by Time investments held at the Star Inn, Willerby, Hull
Please note: This is an in person event and will not have any online option. The session will start with a free buffet networking lunch followed by presentation on The Budget and IHT planning.
Learning Objectives
- Reminder of BR Rules and Changes and how these changes are positive for Advisers
- Maximising tax allowances Post Budget
- Using Business Relief as part of Trust Planning
- IHT calculator Demo , allows for growth is estate value every year and includes existing BR and APR assets held
- Planning ideas following the news Pensions will be liable to IHT.
Free car parking is available at the venue.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 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.