Free

TIME - Estate Planning Masterclass - Surrey

Event Information

Share this event

Date and Time

Location

Location

DMH Stallard Office

Wonersh House

The Guildway

Old Portsmouth Rd, Guildford

GU3 1LR

United Kingdom

View Map

Friends Who Are Going
Event description

Description

This masterclass, hosted in conjunction with DMH Stallard Solicitors, will provide you with an understanding of some of the more technical aspects of the new Residence Nil Rate Band, including the implications when making a Will, how best to keep below the £2m threshold and other considerations such as lifetime gifts and the implications of downsizing.

In addition to the Residence Nil Rate Band, you will also gain an understanding of other measures that can be put in place to provide IHT savings including the use of Nil Rate Band trusts in Wills to take advantage of the ‘joint property discount’ and other tax planning trusts covering both lifetime trusts and other Will trusts.

The growth in the use of Business Property Relief (BPR) based investment will be examined and analysis will be given to the different investment options in this market and the support available to assist your due diligence. You will also gain an appreciation of the merits of reviewing Wills in conjunction with BPR investment in order to achieve the best outcome for your clients.

Timings

8:00 – Arrival and breakfast served
8:30 – Seminar begins
10:00 – Finish

Speakers

Sam Jermy, Senior Business Development Manager – Sam is a qualified Chartered Financial Planner and has over 10 years of experience working within tax efficient investment companies. Sam has specialist knowledge of BPR investment and trust planning. Sam provides technical and proposition support to advisory businesses in the South East of England.

Camilla Bishop, Senior Associate Camilla is a Senior Associate in the Private Client team at DMH Stallard and is based in the Brighton office. Camilla is experienced in all aspects of estate planning. In particular, she advises on wills, trusts and IHT/CGT mitigation. She has expertise in using the various reliefs available and generating tax planning wills.


If you have any questions about this event please call us on 020 7391 4747.

Share with friends

Date and Time

Location

DMH Stallard Office

Wonersh House

The Guildway

Old Portsmouth Rd, Guildford

GU3 1LR

United Kingdom

View Map

Save This Event

Event Saved