Discounted Gift Trusts

Speaker: Martin Coulter
DATE: December 15th 2005 6-7pm (1 hour CPD)
Level: intermediate

SUITABLE FOR

*Solicitors & Legal Executives

*Barristers (New Practitioners/Established Practitioners Programme - other CPD activity courses)

*Accountants (if members of the ICAEW consider that any of our courses qualify as structured CPE within the Institute's guidelines they may count the number of hours X 3 towards meeting their CPE point requirements.)

CONTENT
This series of 4 lectures considers the valuable and cost effective role that packaged financial products can play in mitigating inheritance tax. On estates of up to several million in size, once the nil rate band and smaller gift allowances have been utilised, the estate planner is likely to require the use of packaged products. From discounted gift plans with life insurance, to the use of equity release and enterprise investment schemes, this course will use practical examples to demonstrate how imaginative and cost effective estate plans can be built for the marginally wealthy client.

Case studies will be used to highlight the range of products that can be used. Specifically, the course will cover the merits of these products to the estate plan; their cost; and how they may be most effectively integrated with the related legal and tax advice.

Lectures 3 includes:

Discounted Gifts Plans:

* How these innovative, and now long standing, plans:
o Overcome gift with reservation of benefit
o Their cost
o Suitability
o How best to apply them to a client scenario



MARTIN COULTER
Martin Coulter BSc, ACMA, ASFA, TEP is a chartered management accountant and independent financial adviser. As well as being an experienced speaker to probate practitioners around the country, Martin is the managing principal of a directly regulated IFA practice and works with law and accountancy practices to build estate plans for clients.

Martin has also recently completed a series of articles for the Probate Section Journal.


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