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Conference

Robert Jamieson - Trusts, Wills and Pre-Owned Assets - 7 November 2019

Host Branch
STEP West of England
Event type
Conference
Venue
Exeter Racecourse
Address
Kennford
Exeter
EX6 7XS
Country
United Kingdom
Date
7 November 2019
Description

 Whom does it benefit? 

All practitioners who are involved in giving private client tax advice. 

What are the course aims and objectives? 

This course looks at some of the key tax issues when advising private clients on how best to pass on their assets.  Particular attention will be given to the continuing opportunities for tax planning with trusts. 

This course will cover: 

  • Pre-owned assets - what can still be done? 
  • Trusts in 2019 - some tax planning thoughts
  • Tax-efficient will planning 
CPD
3

CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.

Cost:
STEP Student - £50
STEP Member - £70
STEP Non-Member - £100
Payment options
BACS Invoice
Cheque

*The payment methods listed are the only options available for this event

Contact name
Tracey Bostock
Contact phone
01458254311
Contact email
bostockt0@gmail.com
Register Add to Calendar events/robert-jamieson-trusts-wills-and-pre-owned-assets-7-november-2019 11/7/2019 11/7/2019 Exeter Racecourse, Kennford, Exeter, EX6 7XS STEP West of England Robert Jamieson - Trusts, Wills and Pre-Owned Assets - 7 November 2019  Whom does it benefit?  All practitioners who are involved in giving private client tax advice.  What are the course aims and objectives?  Hosted by: STEP West of England. Contact: Tracey Bostock. Contact phone: 01458254311. Contact email: bostockt0@gmail.com