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31 Jul 2021
Understanding how to carry out a Top Slicing Relief calculation.
This is a short video which explains when and how the 14 year rule applies to gifts made up to 14 years before the donor’s death.
Understanding why a trust might be incorporated into a will and how to identify the type of trust.
A look through how the child benefit trap works, and how pension contributions can generate high rates of effective tax relief. As well as looking at intergenerational planning to alleviate IHT issues to assist those in this trap.