IHT and the Family Home - Current Lifetime and Death Planning Issues

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The impact of capital taxes on the family home needs to be at the forefront of tax planning to secure reliefs and minimise tax liabilities. Pat will consider key recent IHT developments and other current issues affecting clients and the family home.

To include:

Lifetime planning issues- avoiding GWR and POA
The residence nil rate band - what you need to know
Understanding how downsizing works
And what other death planning should be considered

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