IHT Planning Masterclass: Corporate Business Relief & New tax planning strategies in a post budget environment
Live on Wednesday 11th March from 11am - 12pm
In this webinar Andrew Derrington at Puma Investments will provide a masterclass session on IHT planning for companies and Business Relief. RNRB, Tax & Trust planning strategies.
If you are a solicitor and would like to reserve your spot, please follow the link below.
Following conversations with many company owners and their advisers, we understand the concern about the amounts of cash held in businesses. Often, it can mean that shareholders may not be eligible for the same tax reliefs that owners of an otherwise qualifying trading business could potentially be, such as Business Relief for Inheritance tax.
Within this webinar, Puma will explore how and when corporate business relief solutions can be used by business owners to potentially reduce the amount of IHT due when shareholders pass away. We will also explore how other IHT strategies and Tax wrappers can be used in conjunction with another to solve complex tax issues as well as looking at RNRB planning strategies and Trusts.
Puma will cover:
• How holding excepted assets such as surplus cash in a business could impact BR qualification
• Key planning scenarios when working with Business owners
• Working with professional connections
• RNRB, Trusts and other Tax wrappers to solve complex IHT burden
Learning objectives
By the end of the session, you will learn:
- Understand the recent legislative and policy changes affecting clients, and explain how different tax wrappers can be used to mitigate IHT
- Identify new client opportunities, specifically where clients may have RNRB taper applied, business clients who are holding too much cash on account and other new scenarios created by the changes to Business Relief and Pensions
- Compare different tax planning strategies, and assess from a client’s objectives and risk tolerance which option might be best suited to their needs