£131.69

Private Client Tax Planning Update 2018

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Location

Denbies Wine Estate

London Road

Dorking

RH5 6AA

United Kingdom

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

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Sponsored by HFS Milbourne

The seminar will be adapted to reflect any significant developments in the run up to March but will include the following areas:

  • Trust Register: following the frustrating delayed introduction of TRS, what does this mean for practice?
  • Do trusts in wills and settlements, and letters of wishes, need re-thinking on beneficiaries? What about existing trusts?
  • Drafting wills to maximise RNRB - one year on from introduction.
  • Latest developments on BPR and APR, planning to achieve “mainly trading” and avoid “excepted assets”.
  • DOTAS and IHT: any developments?
  • Responding to any significant private client tax changes in the November 2017 Budget and Finance Bill 2018.

This seminar is aimed at achieving Competency Statement B – Technical Legal Practice: To give an increased knowledge of the subject matter; to update on current issues, case law and statutory provisions and to be able to apply the knowledge gained in the better provision of a service to the client.

Speaker: John Bunker LLB. CTA TEP is a freelance lecturer, solicitor and chartered tax advisor, who is also Head of Private Client Knowledge Management of Irwin Mitchell LLP. Alongside this role responsible for technical development and training, to which he moved in 2012 after 23 years as a partner, specialising in wills, trusts, estate and tax planning, he has developed his external training work in a freelance capacity.


Please note that this seminar will be held in the Ranmore Suite on the Ground Floor at Denbies Wine Estate, Dorking. Registration is from 1.30pm with tea and coffee. The session will commence at 2.00pm and finish at 5.15pm with a 15 minute break at about 3.30pm for tea.


Please check our website at www.surreylawsociety.org.uk/terms for the Terms & Conditions before booking.


FAQs

Where can I contact the organiser with any questions?

helen.opie@surreylawsociety.org.uk

What if I do not wish to pay online by credit card?

To pay by cheque or BACS please contact admin@surreylawsociety.org.uk


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Date and Time

Location

Denbies Wine Estate

London Road

Dorking

RH5 6AA

United Kingdom

View Map

Refund Policy

Refunds up to 7 days before event

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