Inheritance Tax & Estate Planning Seminar
WAY Investment Services are delighted to invite you to a morning seminar looking at Inheritance Tax & Estate Planning using flexible reversionary trusts. The date and location for this event is shown below.
By attending you will qualify for 90 minutes of CPD.
The Park Royal Hotel,
Stretton Rd, Stretton, Warrington, Cheshire, WA4 4NS
11.00am Event conclusion
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WAY Investment Services will cover:
- The Residence Nil-Rate Band – who qualifies, who doesn’t and who might not?
- The Benefits of Flexible reversionary interest trusts
- The Gifts from Normal Expenditure Rules
- The Benefits of CGT assessable trusts over Income Tax assessable trusts