Maximising IHT Mitigation for Testators, Attorneys and Executors

Many clients are greatly interested in strategies for mitigation of IHT. Opportunities to legitimately mitigate IHT arise not only for testators but also those appointed to act as attorneys and also the executors cast for the responsibility of administering the testators’ estate.

This virtual classroom considers the strategies in question and after attending this seminar delegates will have an understanding of:

• when the transferable nil rate band will not be available
• the dangers of using “old strategies” in relation to the transferable nil rate band
• the use of both inter vivos and mortis causa discretionary trusts to mitigate IHT
• IHT mitigation by attorneys
• post death mitigation by executors including the continuing role (if any) for Deeds of Variation
• appropriate will drafting strategies
• danger areas for all concerned

This event is sponsored by Title Research.