Marriage & Civil Partnerships - Tax Matters

Introduction

Recent changes to both marriage and tax law have changed some of the planning assumptions which individuals and their advisors should make.

This 3-part modular webinar series will explore the tax issues that are likely to arise for clients getting married or forming a civil partnership.

What You Will Learn

This modular webinar will cover the following:

Module 1 - Marriage & Income Tax

• The Married Couples Allowance
• Marriage Allowance
• The impact of holding joint property
• High income child benefit charge

Module 2 - Marriage & CGT

• Connected parties
• No-gain no-loss
• Main Residence Relief
• Transferring of homes

Module 3 - Marriage and IHT

• Unlimited free transfers
• Dom to non-dom transfers
• Impact on the will
• The marriage allowance
• The maintenance of family
• Transferable nil rate band
• Related property rules

This webinar was recorded on 12th February 2024

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