Inheritance Tax legislation flew mainly under the radar in the March 2021 Budget despite recent government consultations and the rumour mills suggesting changes are coming. The Office of Tax Simplification have published a number of recommendations on IHT legislation and how it should be changed. This should simplify the rules but also look to do away with valuable planning options.
This masterclass will bring you up to date on those consultations and provide a view on the potential future direction of IHT legislation. If you are considering IHT planning, for yourselves or your clients, it is vital you understand what options are available now so you can make use of them before it is too late. We will spend time looking at why IHT is often described as “the optional tax” and look at the planning opportunities still available to the ever-growing number of estates likely to be caught by IHT.
When you book your place you will be eligible for a free, no obligation one hour financial planning consultation with Mazars Financial Planning.
James Robinson, Chartered Financial Planner, MazarsJames is a Chartered Financial Planner and Fellow of the PFS, responsible for leading the Financial Planning team in London. His achievements have been recognised by Citywire Magazine four years in a row, being named one of the ‘Top 35 Next Generation Advisers’ 2017-2020. He was also runner up in the FT’s Money Management Award for Multi-Asset Planner of the year 2018. James’s focus is building lasting relationships with clients, helping them to maximise family wealth and meet clients’ objectives.
Olivia Bucher, Financial Planner, MazarsOlivia joined Mazars in 2019 as a Financial Planner in the Sutton office where she looks after private clients and owner-managed businesses in in the areas of pension and retirement planning, investment planning, protection and tax planning strategies. She holds the Investment Advice Diploma and Chartered member status with the CISI. She is currently working towards also achieving Chartered Financial Planner status with the CII.
ICAEW members and non-members are welcome to join. For more information about the Personal Financial Planning Community and to join free, please click here.
Mazars is an international accounting and advisory partnership with offices in 73 countries around the world and 14,000 professional staff globally. Within the UK Mazars LLP are ranked 8th by audit fee income. The Mazars Private Client team offers a full range of services to families, business owners, trustees, entrepreneurs, high net worth individuals and non-UK domiciliaries. The team blends skills from across our financial and tax planning professionals, into an integrated, client focused offering. As a result, we have a wealth of experience dealing with, personal tax, wealth management and pension issues.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
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