Course Details

The holding of UK residential property (for personal or business use) is an area that always holds the attention of policymakers and is often a personal and emotional subject for taxpayers. As a topic that will likely affect the majority of our clients, this course will help advisers navigate the IHT rules for real estate and consider the different forms of ownership.

 

In this presentation Victoria Baguley-Wood covers the following topics:

  • Consider the Uk IHT considerations for holding residential property personally, in a trust or in a company. 
  • Application, if possible, of IHT reliefs. 
  • Discuss the gift with reservation of benefit rules.
  • Easy planning solutions.
  • Other UK tax considerations when dealing with UK property.

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CPD Course Speaker

Saffery

Victoria Baguley-Wood

Victoria is a Tax Director at Saffery. She is a private client tax specialist who advises HNW and UHNW individuals as well as their trustees and family offices. Having been called to the Bar in England and Wales in 2017, she worked as UK Tax Counsel for an international trust company and then a law firm, before joining Saffery and is able to draw upon these experiences when advising her clients. She studied her MSc in Taxation at the University of Oxford and is a qualified Chartered Tax Adviser. She is currently working towards her PhD in Tax Law at the University of Edinburgh.