THE ADVANCED INHERITANCE TAX WORKSHOPTM
If you would like attend, please email Michelle Bye at michelle@willsandtrusts-uk.com. Please note that only eight places are available and places are sold on a first come first served basis.		How do I attend a workshop?

The location
We have already booked The Old Rectory in the grounds of Hartwell House in Aylesbury, it is the residence where the US President stays when visiting Chequers! The cottage has its own grounds with private parking, a glorious lounge, a stunning conference room and private dining room, all of which we will use on the day.

The location is so prestigious that it is difficult to book, and is one of the reason why we are limiting the number of Advanced Inheritance Tax Workshops. David believes that to this type of quality environment is critical to you taking the most out of the advanced techniques he will be giving you.

The day
You will arrive at 8:30am for a 9:00am prompt start. It will be a very packed and intensive day and so if you have a way to travel we suggest you stay at Hartwell House the night before.

You will park in the beautiful grounds and join us for a light breakfast in the lounge, where you can get to know the other attendees. We will then move to the conference room where we will work though until lunch, with a short mid morning break.

Our dedicated waiters provide a private lunch for us in the dining room. The food is stunning but remember not to eat too much because you will need to be switched-on for the afternoon.

We will reconvene in the conference room after lunch and work through until a mid afternoon break, where tea will be served in the gardens or lounge, depending on the weather. You will need the break to help assimilate the information you are going to be given.

We will then resume in the conference room and run until our finishing time of closer to 8pm than our originally scheduled 6pm.

What you will receive
You will receive a CD of all of our report inserts with approval for use in your plans. In addition you will receive all inserts for the recommendation of each insert as well as our IHT calculator that is to be used with clients. The value in these inserts is worth more than the cost of attendance on their own.

Our inserts and recommendations will not be released to anyone other than Advanced IHT Workshop attendees

These inserts reflect thousands of hours of research and drafting. Each insert is carefully written to meet the non-regulated criteria. With these inserts you will be able to construct a full IHT plan for a client in a way that only the 7 other attendees can also do. This will make you unique in your client’s eyes. With these inserts you will see why clients will pay thousands for a plan.

Workbooks will be provided so you will not have to rely on your own notes only. We will also provide you with our contacts for legal & product support.

You will receive a minimum of 7 hours CPD.

The subject matter
Three areas will be covered in great detail:

1. How to deal with IHT


2. How to construct an IHT plan


3. How and what to charge for your work

How do deal with IHT
In this section David will show you:

• How to read a Will


• Problems to look for in Wills


• How to write an effective Will


• What to do with Will Trusts & Discretionary Will Trusts


• NRB Planning: Will Trusts “v” Pilot Trusts


• Understanding SP1079


• Understanding the land mark court judgements


• Understanding the most recent HMRC announcements


• Dealing with BPR, APR & Woodland


• How to obtain BPR on non-trading companies


• Understanding the gift intervivos rule, and why it is a 14 year rule not a 7 year rule


• Reducing the gift intervivos rule down to 2 years


• Reducing the gift intervivos rule down to zero


• How to gift correctly


• IHT on pensions, SIPPS, & death in service and how to deal with it


• IHT on ASP’s


• Using Discretionary trusts, Interest in Possessions and Absolute Trusts


• Understanding and how to use advanced techniques such as Split Gifting Trusts, Inheritance Tax Trusts, Gifting Trusts, Education Trusts


• When and how Discounted Gifts and Gift & Loans should be used


• How to remove clients property from their estate without triggering GWR rules and the intervivos rule.

How to construct an IHT Plan

• Understanding estate organisation


• When and how to use Tenants in Common and Joint Tenancy on property and financial assets


• When & how to set up EPOA & Living Wills


• How to write the plan


• What to include in your non-regulated plan


• How to make the plan worth thousands of pounds to clients


• Who to use to draft your trusts


• How to practically do the work


• Designing an Implementation Time Frame

How and what to charge for your work

• Charging for the plan


• What to charge for the plan


• How to set the fees for IHT work


• How to obtain payment for work


• Separating out regulated and non-regulated


• Paying your providers


• How to guarantee a sale

Immediately after attending The Advanced Inheritance Tax Workshop^TM you will be able to solve every IHT problem you come across. You will immediately be able to sell plans to your clients and construct solutions to save them thousands and thousands of pounds. No matter how b your clients liability, you will be able to deal with it. You will also know more than any solicitor that they may wish to consult.

IHT mitigation is a growing market and clients will pay handsomely to deal with it. NOW you can be the person to solve their problems and develop serious levels of fee income. All you need to do is book one of the few spaces for the day.

All this for only £1000 plus VAT!

The dates for the workshop are announced to all Trust Members via email. A faxback form is attached to the email, which must be returned with payment to guarantee your place. Only 8 Advisers can attend The Advanced IHT Workshop^TM so places are sold on a first come first served basis.