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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Inheritance tax – am I bothered?

Date: 22 April 2015 13:30 to 17:00

Type: Course, Tax

Organiser: Cumberland

Content includes:

  • Current issues in Inheritance Tax and poses the question as to whether tax planning is always in the best long-term interest of the client.
  • Exploring the schemes that have worked and those which have crashed and burned. It will also look at some case studies that illustrate best practice in this area as well as recent case law.
  • Examining the use of Trusts as well as better known and less well known reliefs.
  • With the pension changes only weeks away, it will look at the IHT consequences of pensions’ reform and the abolition of the “death tax” on pensions.
  • In the light of the forthcoming General Election, the session will also look at the likely future for Inheritance Tax, given that it is one of the more politically sensitive imposts. In the run up to the 2010 election the two main parties offered significant changes to IHT to win over the “grey vote”. This resulted in the ability for a spouse to utilise the unused part of the nil rate band. What changes are in the parties’ plans and should advisers consider some pre-emptive planning?

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Greenhill Hotel

Greenhill Hotel,
Red Dial,

Tel No: 016973 43304


Jeremy Mindell

Jeremy Mindell has been lecturing in taxation for over 20 years. Jeremy worked for Coopers & Lybrand, Ernst & Young and Deliotte. His main areas of activity were employment taxations, expatriate tax, International tax, profit related pay, US taxation and share schemes. Jeremy also dealt with HMRC investigations. Following this Jeremy worked at AMP and Henderson Global Investors where he was a Director of the Pension Scheme. He is on the IFS Pro-Share advisory panel and a member of the Worshipful Company of Tax Advisors.

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