This course focuses on the complex world of Inheritance Tax (IHT) and succession planning in a cross-border context. The sessions examine the use of trusts, “excluded property” questions, and the governance required to manage intergenerational wealth transfer. The session provides practical strategies for designing succession plans that respect both UK and international tax laws.
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Trusts, IHT and Cross-Border Succession Planning
Introduction:
Course Audience:
Private Client Lawyers, Wealth Managers, and Trustees.
Course Requirement:
1. IHT & Trust Planning;
2. Excluded Property Analysis;
3. Family Governance & Succession;
4. Cross-border Wealth Transfer.
Professional Standing: Specifically designed for Private Client Lawyers, Wealth Managers, and Trustees.
Legal Foundation: Basic understanding of Trust Law and the principles of Inheritance Tax (IHT).
Course Module:
1. IHT & Trust Planning;
2. Excluded Property Analysis;
3. Family Governance & Succession;
4. Cross-border Wealth Transfer.
Technical Note:
Technically grounded and written with a clear point of view on succession risk.