The principles of inheritance tax

Many members ask for advice on the thorny subject of Inheritance Tax Planning. This presentation will be given by Lee Sharpe who delivers, among other things, the RLA’s taxation courses.

Lee is a creative Chartered Tax Adviser with nearly 20 years’ experience of advising property investors and family businesses on tax matters. He is also an experienced tax writer: As well as writing for taxationweb.co.uk, Lee is a lead writer for Property Tax Insider (taxinsider.co.uk) and its sister publications, and is Technical Editor of ‘101 Property Tax Secrets Revealed’. He has written a number of specialist property tax saving reports including:

  • Landlords – How to Maximise Property Tax Reliefs
  • Private or Main Residence Relief – What You Need to Know

Lee is currently writing a series of articles on tax planning tips for property partnerships. We are very lucky to have been able to secure his participation and urge all members to attend. This talk will cover the principles of inheritance tax and make you aware of what you need to consider. Lee will not be able to advise on individual cases as this may require your own professional advisor, but there will be a question time session at the end where Lee will answer your questions.

As we anticipate a record turnout for the evening, whilst it is not compulsory to do so we would apprecaite an email from you indicating if you plan to attend and how many people are in your party.

Extraordinary General Meeting
A very quick (5 mins) EGM will be held at 7pm before the presentation starts in order to ratify the AGM held on 9th December 2014.