Who is this aimed at?
This topical webinar is aimed at those who would like an awareness of estate planning in order to able to advise or talk to their clients about such matters.
Introduction
The family investment company is not a new concept, but we have seen over the past few years an increase in interest in a type of investment vehicle which can be used by the investors to save tax but also benefit from investment income during their lifetime and then be able to pass on the wealth they have created to future generations as efficiently as possible.
What is covered in the slides?
•What is an estate?
•General IHT planning
•IHT reliefs
•IHT for non-UK domiciled individuals
•Offshore trusts
•IHT on Trusts
•Tax planning for the family company
•Other planning and pitfalls
ETC Tax are a specialist tax advisory firm with two specific aims:
- To make tax advice more accessible and more effective in meeting the needs of SMEs, OMBs, entrepreneurs and high net worth individuals.
- To help other professional advisers provide a full service offering to their clients, and ultimately to help them enhance and grow their practices.
Our tax team is made up of a group of highly experienced Chartered Tax Advisers who have a wealth of tax experience, mostly gained at Big 4 and Top Ten accountancy firms. We pride ourselves on delivering complex tax advice in a commercial and ‘user friendly’ way.
How do I access the Webinar?
The webinar will be hosted on Zoom. Once you purchase your ticket you will receive a confirmation email which will include a link to the online event page with Zoom login details. You can also add the event, including the link to your calendar.
To find your confirmation email, go to your emails and search for emails from “noreply@order.eventbrite.com."
If you cannot find the email, you can visit this event page and click access the event instead once the Zoom meeting opens.
Please remember to use the same email address for Zoom as you used to register on Eventbrite.
Reminders will also be sent two days and one hour before the webinar. These will also include a link to the event.
If you still aren’t able to find how to join the event or are struggling on the day, please contact comms@etctax.co.uk.
Who is this aimed at?
This topical webinar is aimed at those who would like an awareness of estate planning in order to able to advise or talk to their clients about such matters.
Introduction
The family investment company is not a new concept, but we have seen over the past few years an increase in interest in a type of investment vehicle which can be used by the investors to save tax but also benefit from investment income during their lifetime and then be able to pass on the wealth they have created to future generations as efficiently as possible.
What is covered in the slides?
•What is an estate?
•General IHT planning
•IHT reliefs
•IHT for non-UK domiciled individuals
•Offshore trusts
•IHT on Trusts
•Tax planning for the family company
•Other planning and pitfalls
ETC Tax are a specialist tax advisory firm with two specific aims:
- To make tax advice more accessible and more effective in meeting the needs of SMEs, OMBs, entrepreneurs and high net worth individuals.
- To help other professional advisers provide a full service offering to their clients, and ultimately to help them enhance and grow their practices.
Our tax team is made up of a group of highly experienced Chartered Tax Advisers who have a wealth of tax experience, mostly gained at Big 4 and Top Ten accountancy firms. We pride ourselves on delivering complex tax advice in a commercial and ‘user friendly’ way.
How do I access the Webinar?
The webinar will be hosted on Zoom. Once you purchase your ticket you will receive a confirmation email which will include a link to the online event page with Zoom login details. You can also add the event, including the link to your calendar.
To find your confirmation email, go to your emails and search for emails from “noreply@order.eventbrite.com."
If you cannot find the email, you can visit this event page and click access the event instead once the Zoom meeting opens.
Please remember to use the same email address for Zoom as you used to register on Eventbrite.
Reminders will also be sent two days and one hour before the webinar. These will also include a link to the event.
If you still aren’t able to find how to join the event or are struggling on the day, please contact comms@etctax.co.uk.
