Katherine Bullock will be speaking at the first virtual STEP Annual Conference in the UK on 26 June 2020 with the opportunity for live Question and Answers. Katherine will be addressing the issue of Inheritance Tax calculations, an area that gives rise to a wide range of opportunities as well as pitfalls in practice. The session, which is new to the conference for 2020, will cover the 10 year charge in settlement, the complexities of Re Benham and Re Ratcliffe, the practical complexities around chargeable lifetime transfers and grossing up calculations. You can find out more about the virtual Step UK Annual Conference here and please keep an eye on our resources page for more information.
For further information, please contact our Practice Managers