Join us when our Technical Sales Manager, Steve Sayer, will host an informative technical session on trusts and inheritance tax including an in-depth review of the relevant property regime.

By the end of the session, delegates will be able to:

Understand the calculation of the IHT charges applicable to relevant property trusts including Loan Trusts and Discounted Gift Trusts.

Understand the effects of grossing up if the settlor pays the entry charge or the trustees pay the exit charge

Discuss and explain this subject with a client in a clear and concise way

Apply this knowledge to appropriate, individual, client scenarios.

The event will conclude with a Q&A session, when Steve will be joined by Simon Martin, Head of UK Technical Services and John Albon, Taxation and Trusts Specialist.

Trusts and Inheritance Tax – an in-depth view of the relevant property regime