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Northern Society of Chartered Accountants

At the heart of northern business since 1882

You can’t take it with you when you go –Inheritance tax planning techniques

Date: 29 March 2017 13:30-16:30

Type: Course, Tax

Organiser: Tyne and Wear

With all the current uncertainty with economy, IHT planning needs to be kept under review as lower values can make planning simpler.

Making Tax Digital will impact hugely on the way we operate and how we act for our clients going forward. Increasing the number of “Touch points” we have with our clients will become very important as we migrate from doing compliance to becoming the client’s trusted advisor. IHT planning techniques will equip us to start this journey.

Content will include:


 Fact finds

 Engagement letters

IHT – Lifetime planning

 Refresher

 Using exemption and reliefs

 Do we still need to be using nil rate bands in lifetime

 Nil bands and Residence nil bands

Wills and IHT

 Practical points on tax planning through the Will

Trusts and IHT

 Estate planning vehicles both for tax and family reasons

 Trusts and traps for the unwary

 Alternative structures

Probate and Estate Work

 Should we look at this

 What IHT work is involved

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Newcastle Gateshead Marriott Hotel Metro Centre

Metro Centre
NE11 9XF

Tel No: 0191 493 2233


Bob Trunchion

Bob Trunchion

As head of tax training at Macintyre Hudson Advisory Services and a consultant for MHA Macintyre Hudson (as a Tax Partner), Bob is ideally placed to bring his expertise to delegates seeking greater understanding of issues such as capital tax planning, the tax implications of buying and selling companies, and trusts and share valuation work. Bob acquired an MSc in Management Science at Imperial before qualifying as a chartered accountant with Coopers and Lybrand – now PwC. Since joining MHA Macintyre Hudson, he has become a recognised authority on the ever-changing tax landscape; with national media keen to solicit his opinion on inheritance tax and other tax related matters.

How to book

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You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.