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Event Details

Inheritance tax workshop with Mazars and Irwin Mitchell

No Charge
Available
On Demand
All Locations
Commercial
Nov
7
Tue
09:00
-
12:00 GMT
Schedule Type Title: Weekdays
Schedule Description: Inheritance tax planning whilst staying secure.
Sessions: 1
Session Hours: 3.00
Zoom Link: https://icaew.zoom.us/webinar/register/WN_v0eBO26URHeQSP-9DPSwqQ
Zoom
Description
Inheritance tax planning whilst staying secure.
Book here
Date and time Location
07/11/2023 09:00 - 12:00 GMT Zoom

Event information

This workshop with Mazars and Irwin Mitchell will provide you with information on how regulated planning options, Wills and Trusts can provide tax savings and asset protection for you, your family, and your clients.

Inheritance tax revenues have increased markedly over recent years, spurred on by a pandemic and inflationary pressures while allowances remain fixed. It is also one of the most emotive taxes, with the decision on how far to go on planning for the tax lying with the people that won’t be paying the tax themselves. Our speakers will provide an overview of the Inheritance Tax landscape, alongside valuable insights on how you and your clients can plan for inheritance tax in the current economic environment while remaining secure. This session includes practical examples of how Wills and other planning options could be used to help save this tax.

Key benefits

  • Understanding the key aspects of inheritance tax.
  • How wills can achieve benefits for you, your family and your clients.
  • The role of trusts for asset protection, tax savings and other benefits.
  • How pension death benefits are changing and what this means for your beneficiaries.
  • The context of the stealth tax environment - using inflation to increase the 'tax take'.
  • How you can achieve inheritance tax savings whilst retaining some access or control over assets and income.
  • Best practices for wills and making the inheritance tax system work effectively to minimise the tax

Key topics

  • Introduction to Inheritance Tax, rates and reliefs
  • Introduction to trusts, Lasting Powers of Attorney and using wills effectively
  • Inheritance tax planning whilst staying secure - regulated planning options
  • Inheritance tax planning through wills and variations

About the speakers

John Bunker, Consultant Solicitor and Chartered Tax Adviser, Irwin Mitchell
John looks after the technical and training side of practice in wills, probate, trusts, estate planning, Inheritance Tax and tax planning, tax and trust compliance, elderly clients and international tax. His role includes training Irwin Mitchell’s fee earners in the latest legal and tax developments and strategies for clients to make the most of a constantly changing tax environment. He has responsibility for precedents and documents to support our “know-how” and help produce client guides to introduce new services and strategies.

James Robinson, Chartered Financial Planer, Mazars Financial Planning Ltd
James is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute. His focus is building lasting relationships with clients, developing holistic plans to suit the varying needs of business owners and private individuals. His achievements have been recognised by Citywire Magazine five years in a row, being named in the ‘Top 35 Next Generation Advisers’ 2017-2021. He was also runner up in the FT’s UK-wide Money Management Award for Multi-Asset Planner of the Year 2018.

Sarah Wintle, Wills and Probate Solicitor, Irwin Mitchell
Sarah has a wealth of experience in drafting Wills; Administering Trusts, including long standing family trusts; Drafting and registering Lasting Powers of Attorney for Property and Financial Affairs and Health and Welfare with the Office of the Public Guardian; Registering Enduring Powers of Attorney with the Office of the Public Guardian; Assisting clients with the management of their affairs under deputyship orders; Making applications to the Court of Protection for deputyship orders and other Court of Protection matters; Dealing with probate matters and the administration of estates, including testate and intestate estates.

Jennifer Massey, Chartered Financial Planner, Mazars Financial Planning Ltd
Jennifer is a Chartered Financial Planner providing independent financial advice to help individuals, families and their businesses achieve their financial goals. Her expertise include building & managing wealth, pension & retirement planning, financial protection, tax & estate planning. Jennifer first joined Mazars in September 2015 as part of her degree and returned in September 2017 after graduating from the University of Surrey with first class honours in Economics.

CPD hours

ICAEW CPD regulations are changing. From 1 November 2023, members and other professionals regulated by ICAEW will need to complete a minimum number of hours' CPD per year, some of which will need to be verifiable. Attending events like this could contribute to three hours of CPD, so long as you can demonstrate that the content is relevant to your role. Find out more here https://www.icaew.com/membership/cpd.

Costs

RateCost
ICAEW MemberNo Charge
Non-MemberNo Charge

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Disclaimer

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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