Property Tax and Estate Planning Ideas – Online Masterclass Replay

Tax and Estate Planning Property

Did you miss our third ‘Spring into 2020’ Online Masterclass?


The “Spring into 2020” series of presentations aim to showcase 20 topical and real life tax and estate planning ideas that you can use yourself or with your clients.

Our third in the series of online masterclasses took place on Tuesday 16th June at 11am.

The content of the online masterclass focused on our concept of PPE. Planning and Protection for your Client’s Estate. This includes 5 ideas around trust and estate planning.

This session focused around tax and estate planning ideas for those client’s who own property, specifically;

  • Incorporation relief for trading and property businesses– ‘rolling over’ gains
  • Share structuring and Trust Planning
  • Corporate restructuring – Group and Holding Company Structuring
  • Exit Strategy Planning
  • Dealing in land and property

For Planning and Protection for your Client’s Estate, We Have Got You Covered.

This replay is no longer available to watch, however if you would like further information on any of the topics above, we can arrange a free consultation to discuss your circumstances.

CONTACT US


Contact us today if you would like more information about the topics discussed during these sessions, or if you would like to arrange some ‘in-house’ sessions for your team.

Please call us to discuss this in more detail on 0161 282 0444.

About The Author

Michelle Lee
Michelle has over 9 years marketing experience in the financial services market both in the UK and internationally. In addition, Michelle ensures the office is run smoothly. Michelle has always worked closely with Accountants, Solicitors and Financial Advisers to find the best solution for clients. With this in mind, her extensive experience in mainly in customer relationship management and new business development. Additionally, Michelle’s experience extends into event management and organisation, website design, content management and social media marketing.

CONTACT US

Address:

RALSTAN House,
179 Park Lane, Poynton,
Cheshire, SK12 1RH.

Tel: 0161 282 0444

Email: enquiries@theralstangroup.co.uk

Contact

If you have a general enquiry or would like to arrange a free consultation, please use the form and we will be in touch with you shortly.