Estate Planning for Families with Moderate Wealth
Details
- CPD Hours: 1.5 hours
- Expires after: 120 Days
- £30 Plus VAT
Access
All purchases are for a single user only.
If you are purchasing for other delegates and not yourself, you will be prompted to complete their details instead.
Contents
This video looks at the options available for families for whom tax efficiency is important but who also want to achieve a fair result for family members. It includes the following:-
- What options are available?
- What benefits does a nil rate band discretionary trust offer?
- What are the benefits and disadvantages of a flexible life interest trust and what drafting points should be considered?
- What difference does the residence nil rate band make to planning?
Learning objectives
After this video you will be able to:
- Advise on the options available to middle income couples seeking to make tax efficient wills
- Advise on the advantages and disadvantages of the options
- Identify drafting and administrative problems relating to the options
£30.00 + VAT