Inheritance Tax – An Introduction and refresher

This 1 hour training session is designed to provide an understanding of the key principles of inheritance tax and the occasions when inheritance tax is payable, including how it applies to lifetime gifts.

In this webinar brought to you by Scott Walker and Today’s Training, delegates will develop:

• An understanding of the 3 main occasions when IHT is payable.
• How IHT is calculated on death.
• An understanding of how IHT applies to lifetime gifting.
• An overview of exemptions and reliefs that apply on death and during lifetime.
• An understanding of the nil rate band.
• An overview of the Residence Nil Rate and when that applies.
• A practical example to demonstrate the above principles.
• An understanding of when IHT must be paid, funding options and the option to pay by instalments.

Extensive notes will be provided and time will be set aside for delegate questions

Please note, the course fee is per person.

All sessions are recorded and available on demand if you are unable to join live. Please book your place and the recording will be circulated 48 hours after the live session to review on-demand.

Dates:

• Wednesday 22nd January 2025, 10am (1 hour)

Who Should Attend

• Established practitioners as refresher training or those new to the subject. Anybody involved with understanding and advising on inheritance tax, those involved with Will preparation and the administration of estates

Level

• All Levels

Speaker

Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Wills & Probate Lawyer, Lecturer & Trainer and Professional Speaker, Scott is on a mission to inspire legal professionals to think differently so they can enjoy the law and make a difference in the lives of other people.

Now a Consultant Solicitor at Richard Nelson Solicitors, Scott also provides training to legal professionals, estate planners, firms, and their teams in all aspects of Private Client Law; Wills, Probate, Tax, Trusts, Court of Protection and Care Funding, He is also a Visiting Lecturer at the University of Law, based at the Bloomsbury Campus in London.

He has specialised in the area of Wills and Probate since 2007 and qualified as a solicitor in 2013. Scott is a full accredited member of the Association of Lifetime Lawyers as well as an Associate Member of the Professional Speaking Association.