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Presentation
- Minimising Capital Gains Tax and Inheritance Tax
On 14 August
2003 Graham Wallace of our Leytonstone office and
Patrick Penny of
Wollastons Solicitors gave joint a
presentation to clients on the importance of planning to minimise Capital Gains
Tax ("CGT") and Inheritance Tax ("IHT").
Graham's
presentation dealt firstly with when CGT and IHT are chargeable and then
described the key exemptions from both taxes. His presentation also dealt with
the key IHT planning points available to individuals, whether business owners
or not. |
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Patrick Penny of
Wollastons Solicitors then went on to
highlight the pitfalls of not making a will and described in detail the
pro-active IHT planning arrangements available to a list of example families
with different financial circumstances.
A copy of
Patrick's slides is available if you e-mail him by clicking on his name. The
Barnes Roffe slides are available by clicking on the below Acrobat file
download.
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Presentation is
available
as a 387kb pdf file |
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In common with
such information presented on websites, Barnes Roffe cannot take responsibility
for any loss to any person acting or not acting as a result of material on this
website, but we would be delighted to speak to you if you have any queries
about any information. |