06/07/2017 Event

Family Wealth Planning Breakfast Briefing – June 2017

Date:
06/07/2017
End Date:
03/02/2026
Time:
8:00am - Arrival with breakfast, tea and coffee 8:30am - Briefing starts 9:30am - Briefing closes
Location:
Edwin Coe LLP, 2 Stone Buildings, Lincoln’s Inn, London, WC2A 3TH

Key updates and opportunities

The new Residence Nil Rate Band (RNRB) came into effect on 6 April 2017. What impact will it really have for high-net-worth individuals? This briefing will provide you with essential guidance on the RNRB and other very topical issues.

About the briefing

Edwin Coe is delighted to host a briefing at our offices in Lincoln’s Inn, London. As leading legal and tax experts in family wealth and estate planning, we regularly advise and support individuals by providing specialist advice and bespoke solutions tailored to their needs.

This briefing will inform you about the RNRB and other key updates in wealth and estate planning. It will identify some key issues that individuals should consider and highlight some sensible opportunities that individuals should address to ensure their family and estate planning affairs are in good order.

Agenda

This briefing will cover the following:

  • RNRB – essential guidance to clients on the key points for Will drafting and post-death planning
  • Nil rate band planning in Wills – why clients should keep their options open
  • Multiple trust planning – current advice guidelines for death and lifetime planning
  • Potential rise in probate fees – possible ‘new thinking’
  • The SDLT surcharge – helping children on to the property ladder in a tax efficient and protective way, without having to pay the 3% surcharge.

Who should attend

This briefing will be held across two dates and will be suitable for advisers to high-net-worth individuals who are interested in family wealth and estate planning.

Key contacts