Anthony Nixon Workshop - IHT on pensions and the cap on APR and BPR

Summary

Another of Anthony Nixon's hugely popular workshops. Anthony’s session will be part talk and part workshop exercises. He will focus on the latest news on IHT on pensions and the cap on business and agricultural reliefs. The session will cover issues such as:

· Will drafting

· Grossing up and s39A

· The IHT rules for will trusts

· Relevant property trusts and IHT

· Variations to wills and trusts

The talk will start at 2.00 pm following a sandwich lunch and refreshments and a chance to network from 1.30 pm and will end at 5.00pm

Please note this will be at Leonardo Hotel Brighton Station BN1 4DJ.

There are various car parks around, the nearest is Brighton Railway Station Car Park, Stroudley Road, BN1 4DJ (but this can fill up quickly).

You may also wish to try Churchill Square BN1 2RU , Russell Road BN1 2DX, Regency Square BN1 2FG or Brighton Theatre BN1 1US.

Anthony Nixon

Anthony is a consultant with Paris Smith in Southampton and Winchester and has more than 40 years’ experience of acting for clients in succession planning and associated tax issues and has become recognised as one of the country’s leading experts in inheritance tax and in the law and taxation of trusts.

As well as being a solicitor, Anthony is a Chartered Tax Adviser (CTA), a former member of the Council of STEP and a current member of STEP’s UK technical committee.

In June 2023 Anthony was shortlisted in STEP’s private client awards, as Trusted Adviser of the Year.

With his former colleague John Bunker, Anthony is general editor of the Law Society’s Inheritance Tax Planning Handbook, and the author of several of the technical chapters in that book.

Dates for your diary

Keep your eyes peeled for other future events.

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With teams and offices across the UK - from Chichester to Edinburgh and Bristol to London, TrinityBridge is set up to offer financial clarity wherever and whenever our clients need us.

Find out more at trinitybridge.com

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