Postponed - IHT Planning – A Technical Update - 19 May 2020

Host group
Host Left
Hosted by
STEP Yorkshire
Event Type
Meeting/Seminar
Date
-
Venue

Ward Hadaway Solicitors
5 Wellington Place
Leeds
LS1 4AP
United Kingdom

Speaker: John Bunker, Irwin Mitchell

The OTS review of IHT (part 2) published on 5 July 2019 produced some radical proposal for change, rather more than pure “simplification”, on lifetime exemptions, liability for tax on lifetime gifts, the “trading threshold” for BPR and the possible loss of CGT uplift in cases where there is full relief from IHT on death. This seminar will take into account any changes that the new Chancellor, Sajid Javed, might seek to bring in. Then how do STEP members advise clients to plan for IHT mitigation in the meantime? John Bunker Solicitor of Irwin Mitchell, STEP member and Chair of the CIOT’s Succession Taxes Sub-Committee, will seek to guide and inspire you with some effective lifetime and will planning ideas, including some potential variations to make the most of new opportunities.

Pricing

Season tickets*:

Members - £100

Non-members - £150

*Please note that the season ticket price does not include attendance at the Christmas Charity Quiz or the Annual Dinner & Presentation Evening.

Cost group
Event Cost
Pound Sterling
25.00
STEP Members
Pound Sterling
50.00
Non-Members
Students who are studying for STEP as their first qualification can attend our STEP events free of charge
Schedule
12.30 - Lunch and networking 13:30 to 16:30 - Seminar including tea break
Register
Contact
Jodie Barwick-Bell
0113 292 1201
[email protected]
Add to Calendar 2020-05-19 09:00:00 2020-05-19 21:00:00 Postponed - IHT Planning – A Technical Update - 19 May 2020 Speaker: John Bunker, Irwin Mitchell The OTS review of IHT (part 2) published on 5 July 2019 produced some radical proposal for change, rather more than pure “simplification”, on lifetime exemptions, liability for tax on lifetime gifts, the “trading threshold” for BPR and the possible loss of CGT uplift in cases where there is full relief from IHT on death. This seminar will take into account any changes that the new Chancellor, Sajid Javed, might seek to bring in. Then how do STEP members advise clients to plan for IHT mitigation in the meantime? John Bunker Solicitor of Irwin Mitchell, STEP member and Chair of the CIOT’s Succession Taxes Sub-Committee, will seek to guide and inspire you with some effective lifetime and will planning ideas, including some potential variations to make the most of new opportunities. Pricing Season tickets*: Members - £100 Non-members - £150 *Please note that the season ticket price does not include attendance at the Christmas Charity Quiz or the Annual Dinner & Presentation Evening. Ward Hadaway Solicitors 5 Wellington Place Leeds LS1 4AP United Kingdom STEP Yorkshire STEP Yorkshire Europe/London public