Improve your knowledge of IHT laws in terms of trust planning and residency rules, to develop your communication with clients.

Join us for "Planning Under the New IHT Regime", at Hotel Gotham, Newcastle

Host - Jordan Kontarines (Head of Advisory Growth, rockwealth)

Kenny McCall and Steve Sayer - Utmost.

During this structured CPD session, Kenny and Steve take a deep dive into the new IHT regime and will cover off the long-term residence and IHT implications, trust planning and residency rules and how trusts can help to mitigate IHT liabilities.

This session will help you to be able to discuss and explain the above with a client in a clear and concise way with confidence and be able to apply this knowledge to appropriate individual client scenarios.

By registering for this event, you acknowledge and agree that the information you provide during registration may be shared with both the event organiser and the training provider for the purposes of administering the event, communicating with you about the event and related training activities, issuing certificates or records of attendance where applicable, and meeting any associated CPD requirements.

Your personal data will be processed in accordance with the applicable privacy policies of the event organiser and training provider and will not be used for any unrelated purposes without your consent, unless otherwise required by law.

Description supplied by the event organiser.