Tax implications of transferring assets to family members

Event Details

€20 for members* and €35 for ISI and ACOI designates


Date and Time

Thu, 30 July 2020

18:00 - 19:00


Location

Online via Zoom

Event Details

€20 for members* and €35 for ISI and ACOI designates


Date and Time

Thu, 30 July 2020

18:00 - 19:00


Location

Online via Zoom

Event details
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This webinar will equip the attendees to recognise tax issues associated with gifts and inheritances and advise on action required to minimise the tax implications of passing assets to the next generation. The webinar will cover:

  • Contrasting assets transferred as a gift and transferred on death

  • Tax obligations for all parties to the transfer

  • An overview of Succession Planning

  • Tax reliefs available

  • Pitfalls to be avoided

  • Key planning matters

The webinar will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices. The link to the webinar will be emailed to registered members on the day of the webinar.

Places for the webinar are limited and the registration for the webinar will close once we reach capacity or at 10am on the day of the event.


*Free to Professional Bankers, Chartered Bankers and Certified Bank Directors

1 CPD hour for;

  • QFA (relevant to Life Assurance, Pensions, Savings & Investment and Debt Management categories only)

  • APA (relevant to Life Assurance, Pensions, Savings & Investment and Debt Management categories only

  • Grandfathers (relevant to Life Assurance, Pensions, Savings & Investment and Debt Management categories only)

  • Registered Stockbroker (relevant to Life Assurance, Pensions, Savings & Investment and Debt Management categories only)

  • Professional Banker

  • Chartered Banker

  • LCOI

John B. Arthur

  • Formed Tax Inspector

  • Senior Lecturer in Taxation (retired) at Athlone Institute of Technology

  • Lead Taxation Educator for the Institute of Chartered Accountants in Ireland