Property ownership - helping children on the property ladder; tax traps & asset protection

In this IIL Financial Services lecture Alison Broadberry emphasised the importance of considering carefully the different options for, and consequences of, helping children on the property ladder, covering relevant aspects of Inheritance Tax, Capital Gains Tax and Stamp Duty Land Tax.

She outlined the key tax and asset protection considerations for advisers or clients who are considering helping children.

By the end of this lecture members would have gained an insight into:

• The key tax issues advisers and clients should be aware of when considering helping children on the property ladder
• The asset protection considerations
• Some alternative structuring options for property ownership

Chair:
Edward Grant FPFS, Chartered MCSI FRSA, Divisional Director, Chartered Financial Planner, Chartered Wealth Manager, European Financial Planner, Technical Connections.

CPD events are open to CII and PFS members
Registration closes at 12pm two working days before the event date
For events held in The Old Library, Lloyd's pass holders may also attend and do not need to register
Original Photo ID (Driving Licence, Passport, Work ID with company logo and full name) is required to gain entry to all venues

Conditions:

• Email confirmations and original photo ID must be produced to security staff at the lecture venue
• Attendance confirmations are non-transferable to any other person or lecture
• All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission

Please let us know what we can do to make our events fully accessible to you.

Contact:
Please contact Patricia Pedraza (07463 028327) with any queries regarding the CPD events programme.

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