February: Probate - The Estate Planner's Guide to Estate Administration
Topics include:
- Probate - a brief update
- What can go wrong: - Missing reliefs, - Missing allowances ,- RNRB, - Transferable nil rate bands
- What is the value of 50% of a property for probate purposes?
- Claiming the 15% deduction - did you know it even existed?
- Did you know that gifts to/for the benefit of dependent relatives can be IHT free immediately?
- Did you know that if you settle a mortgage from a life policy held in trust, the debt is no longer allowable for IHT purposes?
- And more!
This course can no longer be booked.
February 28, 2025
09:30
£85
Course Session Details
Topics include:
- Probate - a brief update
- What can go wrong: - Missing reliefs, - Missing allowances ,- RNRB, - Transferable nil rate bands
- What is the value of 50% of a property for probate purposes?
- Claiming the 15% deduction - did you know it even existed?
- Did you know that gifts to/for the benefit of dependent relatives can be IHT free immediately?
- Did you know that if you settle a mortgage from a life policy held in trust, the debt is no longer allowable for IHT purposes?
- And more!
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