Headline

"Use of the Nil Rate Band in Wills"

Speaker: Gill Steel
Date: March 15th 2007
Time: 5-6pm (1 CPD hour)
Level: intermediate/updating

Watch a short demo

Lecture Description

AIMS

*To assist the busy practitioner in making the right choices in connection with the drafting of Wills post FA 2006

OUTCOMES

* Practitioners will be aware of the issues and able to discuss them with their clients in a confident manner

AGENDA:

• Why use the NRB?
• The effect of using a discretionary trust on spouses, civil partners and cohabitants
• Should the debt or charge scheme provisions be included?
• Is there another option?
• What are the IHT and CGT consequences where the main asset is the family home?

Gill Steel

Gill Steel is a Director of LawSkills Ltd., a consultancy and training-provider to professional service firms providing help and advice on strategic planning, business focused training, IT training, client care, people issues and skills development.

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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.)

Packs Available

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3-5 King St, Brighouse, West Yorkshire, HD6 1NX
DX: 25356 BRIGHOUSE
Telephone: 01484 710571 Fax: 01484 400561