Inheritance Tax And Trust Planning Seminar

On 9th July 2007, Sydney Mitchell held a special 'Inheritance Tax and Trust planning' seminar at Edgbaston Golf Club.

The event itself highlighted the benefits of knowing how you can legally reduce, defer or even avoid Inheritance Tax if the value of your estate is in excess of £300,000 including the value of your home.

Malcolm Tanner from Positive Solutions and Steve Parnham from BNB Tax Consultants joined Derek Cook from Sydney Mitchell, and presented a short seminar giving guests a greater understanding of how to maximise the legacy they would leave their families.

A Regional Manager from Canada Life was also there, discussing Inheritance Tax, gifting solutions and providing practical advice.

The seminar took guests through the following topics:

How the tax is calculated

Lifetime Exemptions & Gift Allowances

Potentially Exempt & Chargeable Lifetime Transfers

Allowances & Exemptions on Death

Trust & Estate Planning

Making tax efficient Wills

Making gifts into Trust

Buying tax-exempt assets

Discounted Gift Trusts

Wealth Management

For more information on Inheritance Tax and other related issues, please contact Derek Cook on 0121 698 2200 or email d.cook@sydneymitchell.co.uk