Event Details

Estate Planning for the Middle Income Client - Effect of Residence Nil Rate Band

Wednesday 5 July 2017 14:00 - 17:15

Registration:             1.45 pm

Venue:                       The Village Hotel, Wessex Fields, Deansleigh Road, Bournemouth BH7 7DZ

Please note there is no charge for BDLS delegates to park at the hotel – they just will need to note the exit code which is displayed in the hotel reception to leave the car park.

Cost:                           £100.00 – Member and Associate Members of BDLS/Trainee Solicitor
                                  £125.00 – Non Member of BDLS

3 hours CPD

 

The residence nil rate band is planned to come into effect in 2017. Unless house prices substantially increase, for many couples IHT will not be an issue as their combined estates will be within the ordinary nil rate band and the residence nil rate band and the transferable nil rate band and transferable residence nil rate band. However, various conditions have to be satisfied in order to preserve the residence nil rate band.

The course will consider:

How to ensure that clients keep the residence nil rate band;

How the residence nil rate band can be lost;

How to draft wills so as to preserve the residence nil rate band

Tax planning for those in second or more marriages

Tax planning for Cohabitees

The second home;

The use of the family home in lifetime tax planning schemes

Property abroad;

Use of the lifetime exemptions form IHT;

The family farm and farmhouses.

The advice to be given to clients retiring abroad.

 

N.B. There may not be time to consider all these topics in detail.

 

This lecture will be presented by JOHN THURSTON, LL.B., TEP, Solicitor.  He is particularly interested in the law relating to wills, trusts, taxation, powers of attorney and elderly clients.  He is the author of “A Practitioner’s Guide to Powers of Attorney”, “A Practitioner’s Guide to Trusts”, “A Practitioner’s Guide to Inheritance Claims” , “A Practitioner’s Guide to Executorship and Administration” and “Estate Planning for the Middle Income Client” all published by Bloomsbury Professional.  He is also a contributor to “Tolley’s Administration of Trusts” and “Tolley’s Administration of Estates”, and contributed a section to “Tax Efficient Will Drafting” published by LexisNexis Butterworths. He is also a consultant.

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