This webinar covers inheritance tax (IHT) and its interplay with charitable estates, aimed at all probate practitioners. Research from Legacy Foresight suggests that charitable legacy income will be worth an estimated £4.2bn per year from 2022 to 2026 – showing the importance and impact of understanding how the charity exemption might apply to an estate,
We begin by covering a brief background of IHT and how the charity exemption applies to estates, before exploring how charity exemptions work in an estate administration, including:
This is brought to life using real examples, with the opportunity for practitioners to consolidate learning through practical questions and calculations.
Resources:
IHT and Charity Exemption Additional Resource Notes
For Legal Estate accounts September 2022 307926469 1
Learning objectives:
By the end of this webinar, you should be able to:
Your CPD Certificate can be found in your Account.
Richard Honey
Senior Associate • Charles Russell Speechlys LLP
Richard is a Senior Associate in the tax, trusts and succession team at Charles Russell Speechlys LLP, with over 7 years’ experience in wills and estate administration. He regularly advises on complex estate administration matters on behalf of executors and beneficiaries, especially those with a contentious element.
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