Case Studies on planning for CGT in estate administration - Workshop

Summary

This will be one of Anthony's ever popular workshop sessions which will include scenarios where action can be taken in deceased's estates to reduce the impact of capital gains tax for the ultimate beneficiaries.

After completing the session delegates will be aware of CGT measures available to mitigate the tax liability on disposals of estate assets.

The talk will start at 4.30 following refreshments and a chance to network from 4.00.

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, in particular:

26 November 2024, 2-5pm: Caroline Bielanska - LPA Update

Our Sponsors

We are delighted to be sponsored by:

In their own words: At Close Brothers Asset Management we help professionals, business owners, individuals, charities, families, and employers with clear financial advice and investment management services so that they can preserve and grow their long-term savings and investments. We are a team of just over 900 people based in 15 offices across the UK and we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
For more information, visit our website closebrothersam.com

Finders International are an award-winning probate genealogy firm. We assist hundreds of legal professionals each year with safeguarding the distribution of estates by tracing missing heirs and beneficiaries to estates, funds and assets worldwide. We have over 140 staff, 6 offices and a global network, allowing us to conduct our research effectively and efficiently.

To find out more or to refer a case, visit our website www.findersinternational.co.uk, email [email protected] or call 0800 085 8796.

Host or Publisher STEP Sussex