Inheritance Tax & Estate Planning Seminar

WAY Investment Services CPD qualifying Inheritance Tax & Estate Planning Seminars November 2019

Inheritance Tax & Estate Planning Seminars

WAY Investment Services are delighted to invite you to morning seminars looking at Inheritance Tax & Estate Planning using flexible reversionary trusts. The date and location for each event is shown below.

By attending you will qualify for 90 minutes of CPD.

Date: Wednesday 20th November
Venue: Aztec West Hotel, 
Almondsbury, Bristol BS32 4TS

Date: Friday 22nd November
Venue: Sandy Park Stadium
Sandy Park Way, Exeter EX2 7NN

Date: Tuesday 26th November
Venue: Cottons Hotel, 
Manchester Rd, Knutsford WA16 0SU

Date: Wednesday 27th November
Venue: Village Hotel,
Fallows Way, Whiston, Liverpool L35 1RZ

Timings for all seminars are:
9.00am Registration
9.30am Start
11.00am Event conclusion


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