Residential Property - IHT
The inheritance aspects of both lifetime and death planning on the family home will be the focus including the new residence nil rate band. A secondary focus will be to consider IHT aspects of investment residential property including property used for furnished holiday lettings.
Course content will include:
Lifetime planning issues
- General planning factors
- The Gift with Reservation pitfall
- Pre-owned assets
Death planning matters
- The new residence nil rate band including downsizing
- Other death planning with the family home including trusts
Planning with other residential property
- Jointly owned assets
- The CGT problem
- Raising a loan
- The BPR problem
- UK residential property changes
Recent developments or points of interest
The content for online courses predating 2020 may vary.
This webinar forms one of a three part series which will consider taxation aspects of residential property for the individual. Each part can be used as a standalone session.
Click on the following to see the other webinars:
New credit option for 2020
Our training courses credits could provide a more flexible payment option. Call 0116 258 1200 to find out more or visit our credits page.