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Inheritance Tax Mitigation (Part 2): Will Drafting and Where Are We Now?

Course Outline

This course is aimed at mid-level+ lawyers and will assume an intermediate level of understanding of the inheritance tax rules and how they apply on death in relation to the provisions of a Will.

We will recap recent changes in the inheritance tax regime, particularly in relation to Wills and the position on death, and will explore a range of issues to determine how best to structure and draft a Will based on current inheritance tax rules and rates.

Part 2 focuses on Will drafting strategies. Part 1 focuses on lifetime planning. The two courses can be taken separately or combined into a full-day session.

Note: Parts 1 and 2 can be combined for a full-day session. See pricing.

Course Details

Category
Technical
Topics
Inheritance Tax Planning Trusts Wills
Duration
2.5–3 hours
Delivery
In-person or online
Level
Mid-level and above and will assume an intermediate level of understanding of the inheritance tax rules and how they apply on death in relation to the provisions of a Will.