Estate Planning & the Family Home - Top Tips & the Latest Changes

Introduction

This webinar will provide you with a comprehensive update and practical tips on estate planning and the family home.

It is particularly relevant following the recent changes to capital gains tax allowances and rates.

What You Will Learn

This short webinar will cover the following:

• What works and what does not?
• In what circumstances the home can be utilised to help mitigate inheritance tax?
• Capital gains tax implications
• Stamp duty land tax implications
• When gifts with reservation of benefit or pre-owned assets tax may become an issue
• Practicalities of severing the tenancy and what this means in practice
• Discretionary trust and immediate post death interest trust implications in respect of care home fees for the surviving owner
• How to ensure your children benefit even if the survivor remarries or has further children
• Practical tips on record keeping and evidence to provide in future

This pre-recorded webinar will be available to view from Thursday 5th December 2024

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email [email protected] for more details.