10/10/2017 Event

Estate Planning with Property

Date:
10/10/2017
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

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.

Key contacts