Course Outline
Using practical case studies and examples of Will clauses, we will explore some typical, and some not so typical problems to avoid when drafting Wills.
What the course covers
- Avoiding inheritance tax grossing-up
- Gifts taking effect in one Will, but not in both Wills of a couple
- Optimising use of the inheritance tax residence nil rate band
- The importance of safety net provisions
Course Details
- Category
- Technical
- Topics
- Wills Inheritance Tax Planning
- Duration
- 2.5–3 hours
- Delivery
- In-person or online
- Level
- All levels