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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

Bob qualified in the audit department of a big four firm, and soon after moved to their Corporation Tax Department. His move to MacIntyre Hudson in 1985 has rounded off his knowledge so that he is well versed in all aspects of tax.

As well as advising clients on a consultancy basis, he is deeply involved in tax training, Bob has appeared on national radio and television talking about IHT.

He has a wide range of tax knowledge and lectures on a range of subjects including the tax implications of buying and selling companies, capital taxes planning, trusts and share valuation work. Bob is also a specialist in a number of industries or niches such as farmers and the medical profession.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

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.