Course Details

Can I give my house away and still live in it? Is the nil rate band £1m? What is the backwards shadow? Is paying for school fees or a wedding a gift? These are just some of the questions you may have received from clients on inheritance tax. As Britain’s most hated tax and often referred to as an “optional tax”, there are several ways the charge can be legally mitigated. 


But there are also several pitfalls and bear traps to avoid. This fast paced and informative session will help you identify the ways your clients can successfully plan to maximise the exemptions and reliefs without making any costly mistakes.  


In this session, Megan Saksida covers the following:

  • Lifetime transfers - how to value the gift
  • Lifetime transfers- exemptions and reliefs
  • Lifetime transfers- what to watch
  • The death estate- exemptions and reliefs
  • The death estate- what to watch 

CPD Course Speaker

Meganomics

Megan Saksida

Megan is an International and Personal Tax lecturer, a Tax writer and editor, a marker and a Tax Examiner, with a special interest in capital taxes and expatriate tax issues.

Chartered accountant (FCA)
Chartered tax accountant (CTA (Fellow)
Trust and Estate Practitioner (TEP)