2019 Estate Planning & IHT Update

2019 Estate Planning & IHT Update

Presented by Amanda Fisher - Expected CPD Points/Hours: 2

Course Description: This course will act as an update and refresher on some important inheritance tax matters.  Consideration will also be given to Estate planning and the opportunities for advising clients on how to minimise their current and potential inheritance tax liabilities. The course will include a review of relevant tax cases to consider when planning and will include numerous examples and illustrations to make this a practical and informative course.

The key features of the seminar will include:

  • Recent IHT updates and developments
  • A review of some tax cases relating to Inheritance Tax
  • Family provision
  • Estate planning to minimize exposure to Inheritance Tax

 

About the Presenter: Amanda Fisher began her career with HM Revenue and Customs and later moved over into practice and qualified with Grant Thornton where she gained considerable experience dealing with private tax clients and their businesses, trusts and estates. Since 2004, Amanda has her own tax and accountancy practice of private clients, alongside her other freelance work as a lecturer, examiner and author, as well as consultant to firms and practitioners on an array of tax matters, specialising in capital taxes, trust and estate matters.  A previous committee member for STEP and ICAEW, Amanda is currently a branch committee member for ATT/CIOT.

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