Events - 10/10/2017
Estate Planning with Property
Information and planning opportunities
“Property” is very often a key topic with clients. Whether clients are seeking to help their children on to the property ladder or protect their own property (or properties) from fiscal or other threats, there are plenty of traps for the ill-advised.
About the briefing
Edwin Coe is delighted to host a briefing at our office in Lincoln’s Inn, London. As leading experts in estate planning, we regularly advise and support clients by providing specialist advice and bespoke solutions tailored to their needs.
This briefing will enhance your knowledge of some recent changes, the relevant issues, and will outline some potential solutions for estate planning with property.
Agenda
We will cover the following estate planning topics:
- Helping children on to the property ladder – maximising the opportunities to minimise inheritance tax and capital gains tax, without having to pay the 3% SDLT surcharge whilst also enabling protection against non-tax threats
- The family home – inheritance tax planning generally and some solutions for second, or subsequent marriages with complex family dynamics
- Second homes or holiday homes
- Buy-to-let properties
- Non-UK domiciliaries buying UK property – given the recent legislative changes, the potential strategies for “non-doms” to buy and estate plan with UK property.
Who should attend
This briefing will be suitable for advisers to high-net-worth individuals who own property or wish to acquire property in the most tax efficient and protective way.
Speakers
Alison is Head of Private Client at Edwin Coe and acts for high-net-worth UK and non-UK domiciled clients on a wide range of tax and estate planning matters. She advises on and creates structures to hold, protect and pass the wealth of her clients to minimise tax and maximise the protection against non-tax threats.
Alison has particular experience of relating the structures to clients’ financial and investment planning scenarios and with business owners, of dovetailing the personal and business succession planning.
David is a partner within the Private Client department and heads Edwin Coe's Charity Group. He acts for a wide range of private clients, including high-net-worth individuals and trustees and deals with a broad range of private client trust and tax work, both onshore and offshore. Much of David’s time is spent in advising private clients on cross-border issues, including the co-ordination of advice in a number of different jurisdictions.
