Will Drafting: The Key Issues in Planning for These Changes
Details
- Date: Tuesday 6th May 2025
- CPD Hours: 1 Hour
- Expires after: 120 Days
- £25 Plus VAT
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The knock-on effect of bringing pensions into the IHT net, combined with the huge changes in the IHT treatment of businesses and farms, means some major re-thinking of will planning with reference to IHT.
- How to maximise the use of the NRB and any transferable NRB
- How to secure RNRB, especially when pensions are taken into account for the £2m threshold
- The use of Discretionary trusts and IPDIs in wills for spouses
- The interaction of 100% and 50% relief in will drafting
- Maximising APR/BPR through will structuring
Naomi Neville, Solicitor, Partner, Irwin Mitchell
£25.00 + VAT
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Speakers
Naomi Neville
Solicitor, Partner, Irwin Mitchell
Solicitor, Partner, Irwin Mitchell