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Estate Planning Workshop - 3 Hours CPD - Business Owners & BTL Investors
Tue 27 June 2017, 10:00 – 13:00 BST
Complete another three of your annual 35 hours’ CPD requirement free of charge, courtesy of Gina Stanton, Lead Estate Planner at WillWritten and practicing consultant solicitor at ACSL Ltd
This practical workshop will empower you to better identify, and meet, the needs of those of your clients who are running their own business, or building up a buy to let portfolio.
Using case studies and real life examples, the issues we explore will include: -
Death or Incapacity of the business owner – does that spell the end of the business?
How is your client’s portfolio owned? And why does this matter?
IHT mitigation for portfolio owners – have they painted themselves into a corner?
Agricultural Relief and Business Relief – not as simple as it looks!
Time will also be given over to questions and answers, discussion of any specific problems you may have encountered, and suggested solutions.