Course outline:
The inheritance aspects of both lifetime and death planning on the family home will be the focus including the new residence nil rate band. A secondary focus will be to consider IHT aspects of investment residential property.
This course forms one of a three-part series which will consider taxation aspects of residential property for the individual. Each part can be used as a standalone session.
Click on the following to see the other sessions:
Residential Property - Capital Gains Tax
Course details:
Lifetime planning issues
- General planning techniques
- The Gift with Reservation pitfall
- Pre-owned assets
Death planning matters
- The residence nil rate band including downsizing
- Other death planning with the family home including trusts
Planning with other residential property
- Jointly owned assets
- The BPR problem
Recent developments or points of interest
The contents of courses predating 2026 may vary.
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