STEP West of England AGM and Talk by Chris Erwood

We are pleased to invite you to the STEP West of England AGM followed by a talk by Chris Erwood addressing the APR/BPR position post introduction of the £2.5million allowance and will cover the following:

• Overview of APR/BPR conditions
• Risk areas
• Clawback rules
• Overview - £2.5m 100% allowance

AIM shares

Instalment basis

• Practicalities -Lifetime gifts

Allowance ‘refresh’

Transferable allowance

Planning opportunities

Pitfalls

• Trusts – Pre 30.10.24/ Post 29.10.24/Post 05.04.26

QIIP trusts

Relevant Property trusts

Special trusts

• Managing client expectations
• Illustrative examples

Know what’s Happening Next — before everyone else does.

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Host or Publisher STEP West of England