Inheritance Tax & Estate Planning Seminar

WAY Investment Services CPD qualifying Inheritance Tax & Estate Planning Seminar 4th June 2019

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.

Location:
Coldra Court Hotel,
Celtic Manor, Chepstow Rd, Langstone, Newport NP18 2LX

Timings:
9.00am Registration
9.30am Start
11.00am Event conclusion

BOOK YOUR PLACE

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