Mitigating IHT: how to get the most out of Independent Financial Advice (4 hours CPD)

Speaker: Martin Coulter of Estate Planning Solutions, national speaker to probate practitioners, contributor to Probate Section Journal

Dates:

• Lecture 1: January 27th

  “The probate practioner & the IFA: how they may best work together, and how to get the most from Independent Financial Advice:

  The Law Society rules & the FSA rules; and an introduction to the most useful products; their costs; their uses; and how they will be presented in the following three lectures."

• Course Code: MCJan27
  
  

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• Lecture 2: February 24th

  "Insuring against the IHT liability:

  The use of Trusts; Term vs. Whole of Life insurance; and where insurance stands relative to saving tax via Nil Rate band Planning in the Will."

• Course Code: MCFeb24

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• Lecture 3: March 24th

  "Discounted Gifts Plans:

  How these innovative, and now long standing, plans overcome gift with reservation of benefit; their cost; suitability; and how best to apply them to a client scenario."

• Course Code: MCMar24

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• Lecture 4: April 21

  "Equity Release and planning with the Family Home.

  How equity release works, how this effects the value of a clients estate, and how to manage the risk of giving advice in this area."

• Course Code: MCApril21




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Price for all 4 Martin Coulter lectures (or recordings*)

• Special Offer! £180 for individuals (the booking is for one person - but this could be different individuals for each lecture if you wish) Book before midnight January 24th SAVE £40!
• Special Offer! £360 for firms (any number of delegates on ONE computer or projected onto a screen) Book before midnight January 24th SAVE £40!



• For block bookings please use the booking form
• Cheques should be made payable to "CPD4Lawyers"


• Where all 4 lectures are booked, you may "mix & match" recordings and live lectures. Please indicate on the booking form.
• You may book a recording on CD or on the Internet
• The recordings may be watched on the Internet for a period of 2 weeks after the lecture.
• *For recordings on CD, please add £2.50 per recording for p&p