Course Details

The holding of UK property (residential or commercial, for personal or business use) is an area that always holds the attention of policymakers. 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.

 

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

  • Consider the UK IHT considerations for holding residential property personally, in a trust or in a company.
  • Consider UK IHT considerations for holding commercial property personally, in a trust or in a company.
  • Application if possible IHT reliefs.
  • Discuss the gift with reservation of benefit rules.
  • 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.