Private Client

Inheritance tax and estate planning

March 15th


The fundamentals of inheritance tax and estate planning

March 15th

2 - 5pm

Speaker: Alan Eccles

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£135+VAT (Member price)

3hrs CPD

This seminar will look at the most important parts of inheritance tax and estate planning. It will cover the issues that practitioners should be aware of when advising clients. This will include lifetime planning, reporting an estate correctly and tax efficiently on death as well as post-death decision-making. As well as fundamentals, it will cover current topical issues and the inheritance tax reform agenda. The session will also look at related wills and trusts points.  Beyond the law and tax, the event will also consider key questions (and traps!) in the reporting forms such as IHT400.

A seminar which will give the newer practitioner a strong grounding in the area, while keeping the experienced adviser's knowledge current.

Points and topics included will be:

  • The crucial elements of inheritance tax rules
  • The wills and trusts law tie in with inheritance tax planning
  • Current issues in inheritance tax
  • The  reform agenda – Office of Tax Simplification
  • Some traps in inheritance tax
  • Lifetime planning
  • Reporting inheritance tax on death – the IHT400
  • Post-death planning opportunities
  • The event begins at 2pm. Delegate registration is open from 1:30pm.

    Alan is a Partner in Brodies LLP, based in Glasgow. His work covers three main areas: charities, private client and parliamentary matters.

    Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. As part of his private client advice Alan often advises on incapacity law (powers of attorney, court appointed guardianship and other methods of managing the affairs of those less able to do so). This has involved acting in some of the leading Sottish cases on incapacity law and estate and succession planning. A regular commentator on incapacity law matters, Alan's written work has been referred to in judicial decision making. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".

    He was previously a member of the legal staff at the Scottish Law Commission and currently lectures at the University of Strathclyde in property, trusts and charities. Alan has also tutored private client law at the University of Glasgow.

    was a member of the Council of the Law Society of Scotland from 2007 to 2009 and the Society's Education and Training Committee from 2007 to 2012. He is currently a member of the Society's Charity Law and Mental Health and Disability Law Committees.