Legal Update – Private Client

Event Details

DateWednesday 7 June 2017
Time10:00 – 13:00
VenueThe Pavilion, Botleigh Grange Business Park, Hedge End, Southampton SO30 2AF
CPD3 Hours
CostFree for United Law Members
£5 for non-members
ParkingFree on site parking

Description

This seminar is being presented to you by members of the Private Client Team here at Trethowans – and will deal with changes to the Inheritance Tax Rules which came in to force in April 2017

Topics covered will include:

  • Residence Nil Rate Band
  • Gifting
  • Pensions in Estate Planning
  • Care Fees Funding

Learning Objectives are:

  • Will drafting to get the best possible use of the new allowance
  • Making sure clients are maximising exemptions
  • Maximising tax efficiency
  • Discovering the full breadth of funding options

Please arrive from 9.30am for registration and refreshments

The seminar will start at 10am and finish at 1pm – and is open to all relevant fee earning / support staff at your firm

Speakers

Mihiri Gajraj

Associate & Head of Private Client, Southampton

Mihiri is an Associate and Head of the Private Client Team in Southampton.  She undertakes all aspects of private client work including wills, trusts, tax planning, probate and powers of attorney – and is a full member of the Society of Trust and Estate Practitioners (STEP)

Read Mihiri’s full profile

James Hammersley

Senior Associate & Head of Private Client, Salisbury

James is a Senior Associate and Head of the Private Client Team in Salisbury.  He undertakes all aspects of private client work including estate administration, setting up trusts, trust administration, inheritance and capital gains tax planning, the preparation of wills, powers of attorney and Court of Protection applications

Read James’ full profile

Elizabeth Webbe

Partner – Private Client, Salisbury

Elizabeth is an experienced Partner in the Private Client Team.  Her particular expertise is in the area of tax mitigation (saving) and her aim is to deprive the Chancellor of the Exchequer of as much of her clients’ money as is legal.  Elizabeth is also a member of STEP

Read Elizabeth’s full profile

Event Registration / Booking

If you would like to attend, please complete and return the United Law Booking Form