June seminar – Wealth structuring for the private client

Our latest seminar, ‘Wealth Structuring for the Private Client’ was held on 20 June 2016 at the Worsley Marriot Hotel.

Forbes Dawson partner, Laura Hutchinson, started the seminar with an update of recent changes in Inheritance Tax (IHT) and planning opportunities, and this was followed by Stephen Field (Investec), who gave an overview of Business Property Relief (BPR) investment solutions. Laura, Becky Bedford (Forbes Dawson) and Robin Charrot (Evolve Family Law) also presented a divorce case study illustrating the intertwining tax and legal issues that could arise. Brian Radbone (Transact) finished with a presentation on the current state and future of pensions.

Click here to download the slides.

Topic list:

Estate planning

  • A case study covering the latest in will planning
  • The new nil rate band for the family home
  • New rules affecting debts on estates

IHT planning arrangements

  • Planning opportunities to attract BPR relief
  • AIM-listed IHT portfolios
  • How capital protection can lessen the risk

Taxation and divorce case study

  • CGT issues when dealing with a separation
  • Planning opportunities and pitfalls
  • Practical points in relation to share transfers

Pensions taxation

  • Tax relief on pensions – where are we now?
  • Recent Budget changes affecting high earners
  • Planning options on reaching retirement age




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