Inheritance Tax Planning

Seminars upcoming - Tuesday 30th April 2019 further details below:

If you are involved with clients who would like to reduce their IHT liability, whilst also 'keeping an eye' on their future potential need to pay for long term care, you may wish to attend one of the seminars about flexible reversionary trusts being organised by Uni-Tech Associates S.A.

Very much under-represented is a solution that has been available since 1991. The flexible reversionary trust allows clients to

• reduce their estate for IHT purposes
• retain flexible access to capital, should the need arise
• pass capital to beneficiaries during their lifetime

Uni-Tech Associates S.A. will be hosting two seminars on Tuesday 30th April 2019, covering this type of arrangement.

Now that more providers are launching their own versions, we thought you might like to hear from the 'Grand Architect' of the packaged flexible reversionary trust, Nick Chadwick. His first arrangement was launched in 1991 and has the enviable record of numerous death claims that have successfully passed through HMRC/CTO.

Also presenting, will be Lynton Tucker, twice awarded the accolade of Chancery Junior of the Year by Chambers Bar Awards, who's knowledge in trust law is stated as "unrivalled".

The seminar will last about 90 minutes and the agenda will cover

1. A brief overview of the proposition
2. The view of HMRC towards these arrangements
3. Why Gifts With Reservation of Benefit rules do not apply to these trusts
4. POAT, DOTAS and GAAR
5. An eye on the future

The timings for the two sessions are

• 10.00am for a 10.30am start
• 2.30pm for a 3.00pm start

The venue will be The Farmers Club, No 3 Whitehall Court, Westminster, London, SW1A 2EL.
Please do let me know if you would like to join us and which session you would prefer to attend and I will pass your details onto Uni-Tech Associates S.A..
Contact: Anthony Rothwell