Robert Jamieson’s inheritance tax update. 24 February 2021

Host group
Host Left
Hosted by
STEP Thames Valley
Event Type
Web Event
Date

The session will be held via Zoom and details will be sent to those who register and pay.

Course Contents:

  • Business relief 
  • Deathbed planning – rights issues 
  • Excepted assets 
  • Related property planning 
  • Normal gifts out of income 
  • Freezing operations – an update 
  • Home sharing arrangements
  • The first home loan scheme case 
  • Excluded property trusts 
  • Using related settlements

Registration

Please reply to [email protected]  to register, with the following information for each attendee:

  • Name
  • Email
  • Status (member non-member, student)

The email should also include the total payable.

Making payment

Payment should be by bank transfer to the branch bank, details of which will be provided on application. Payment should include a reference being your name or the firm’s name where the registration is on behalf of individual attendees.

Cost group
Event Cost
Pound Sterling
55.00
Non-members
Pound Sterling
45.00
Members
30.00
Students
Schedule
14:00 to 17:15
Contact
STEP Thames Valley
Add to Calendar 2021-02-24 00:00:00 2021-02-24 00:00:00 Robert Jamieson’s inheritance tax update. 24 February 2021 The session will be held via Zoom and details will be sent to those who register and pay. Course Contents: Business relief  Deathbed planning – rights issues  Excepted assets  Related property planning  Normal gifts out of income  Freezing operations – an update  Home sharing arrangements The first home loan scheme case  Excluded property trusts  Using related settlements Registration Please reply to [email protected]  to register, with the following information for each attendee: Name Email Status (member non-member, student) The email should also include the total payable. Making payment Payment should be by bank transfer to the branch bank, details of which will be provided on application. Payment should include a reference being your name or the firm’s name where the registration is on behalf of individual attendees. STEP Thames Valley STEP Thames Valley Europe/London public