Thu, 30 July 2020
18:00 - 19:00
Online via Zoom
Thu, 30 July 2020
18:00 - 19:00
Online via Zoom
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
Formed Tax Inspector
Senior Lecturer in Taxation (retired) at Athlone Institute of Technology
Lead Taxation Educator for the Institute of Chartered Accountants in Ireland