Simon Douglas to speak at MBL conference titled “The ABC of IHT Rules for Probate Practitioners”

Simon Douglas to speak at the MBL seminar titled “The ABC of IHT Rules for Probate Practitioners”.

This new full day course will introduce you to the basics of inheritance tax.

You will find out how to calculate inheritance tax on a standard death estate, as well as understand how lifetime gifts and trusts are taxed.

You will also receive tips on estate planning, and basic steps that can be used to mitigate IHT.

More ‘difficult’ areas of IHT, such as grossing up legacies and the reduced IHT rate for charitable gifts, will also be covered with clear and understandable examples.

This introductory course is suitable for anyone starting out in private client practice, as well as anyone who feels they would benefit from a refresher on the basics of IHT.

This seminar will take place on 10th May 2024 at 10am. For more information or to book a place please click here.