Residential Property - IHT

This course will focus on the inheritance aspects of both lifetime and death planning on the family home. A secondary focus will be to consider IHT aspects of investment residential property including property used for furnished holiday lettings.

Content will include:

  • 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
  • Non-UK domiciles
    • UK residential property
  • Recent developments or points of interest

This session 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:

The above content relates to 2021 events only.

CPD Course
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