Case Study on Inheritance Tax Planning in Estates and Trusts
Details
- Date: Thursday 27th November 2025
- CPD Hours: 1 Hour
- Expires after: 120 Days
- £25 Plus VAT
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In this talk we will explore an extended family needing IHT planning, through:
- Wills and will trusts, including variations within 2 years of death
- Maximising BPR & APR within a family
- Cross-option agreements to keep business interests in the hands of existing owners, within a family and outside, and how these link in with wills
- Issues within an estate administration, to minimise IHT, including a claim for RNRB and loss relief
John Bunker, Solicitor, Chartered Tax Adviser and Lecturer
£25.00 + VAT
Sponsored by
Speakers
John Bunker
Solicitor, Chartered Tax Advisor and Lecturer
Solicitor, Chartered Tax Adviser and Lecturer