Events - 07/06/2017 - 15/06/2017
Family Wealth Planning Breakfast Briefing – June 2017
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.
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.
