Rescheduled Case Studies - planning for CGT in estate admin - Workshop

Summary

This is the rescheduled event from last autumn. Those who retained their tickets from that event need to book again, but at no cost. Please use the "rollover" ticket option.

This will be one of Anthony's ever popular workshop sessions which will include scenarios where action can be taken in deceased's estates to reduce the impact of capital gains tax for the ultimate beneficiaries.

After completing the session delegates will be aware of CGT measures available to mitigate the tax liability on disposals of estate assets.

The talk will start at 4.30 following refreshments and a chance to network from 4.00.

Please note this will be at Leonardo Hotel Brighton Station BN1 4DJ.

There are various car parks around, the nearest is Brighton Railway Station Car Park, Stroudley Road, BN1 4DJ (but this can fill up quickly). You can pay via a machine at the car park, or by using the APCOA app, which you may find useful to download before you arrive.

You may also wish to try Churchill Square BN1 2RU , Russell Road BN1 2DX, Regency Square BN1 2FG or Brighton Theatre BN1 1US.

Anthony Nixon

Anthony is a consultant with Paris Smith in Southampton and Winchester and has more than 40 years’ experience of acting for clients in succession planning and associated tax issues and has become recognised as one of the country’s leading experts in inheritance tax and in the law and taxation of trusts.

As well as being a solicitor, Anthony is a Chartered Tax Adviser (CTA), a former member of the Council of STEP and a current member of STEP’s UK technical committee.

In June 2023 Anthony was shortlisted in STEP’s private client awards, as Trusted Adviser of the Year.

With his former colleague John Bunker, Anthony is general editor of the Law Society’s Inheritance Tax Planning Handbook, and the author of several of the technical chapters in that book.

Dates for your diary

Keep your eyes peeled for other future events, in particular:

11 June, our ever popular Summer Special will be taking place at the Amex. We have Lesley King, Cate Searle and Giles Goodfellow illuminating current issues in the private client world.

Our Sponsors

We are delighted to be sponsored by:

Finders International are an award-winning probate genealogy firm. We assist hundreds of legal professionals each year with safeguarding the distribution of estates by tracing missing heirs and beneficiaries to estates, funds and assets worldwide. We have over 140 staff, 6 offices and a global network, allowing us to conduct our research effectively and efficiently.

To find out more or to refer a case, visit our website www.findersinternational.co.uk, email quotes@findersinternational.co.uk or call 0800 085 8796.