Minimising Your Inheritance Tax Liabilities – Seminar with Crowe & CRS

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Minimising Your Inheritance Tax Liabilities – Seminar with Crowe & CRS

A full house attended our event with Crowe & Charles Russell Speechlys on How to Minimise Your Inheritance Tax Liabilities

We covered topics including:

  • Life Interest & Discretionary Wills
  • LPAs
  • Trusts
  • Section 102B(3)
  • Family Investment Companies (FIC)
  • Insurance
  • Investment in Inheritance Tax efficient assets
  • Use of investment-based trusts
  • Discounted Gift Trusts (DGTs)
  • Loan Trusts
  • A market round up

To see the recording of the second 2 presentations please use the link below.  The recording of the first presentation did not work and we will forward this at a later date. We apologise for any inconvenience and hope that the slides are useful and please do get in contact with Nick at Crowe.

Recordings of presentations 2 and 3

Details of the presenters including contact details & slides:

Nick Latimer – Tax Partner within the Crowe Cheltenham office and advises business owners, entrepreneurs and families on appropriate ways to structure their affairs to make the most of tax allowances and reliefs. He specialise in income tax planning, capital gains tax planning, partnerships, inheritance tax, and trusts, as well as advising internationally mobile individuals who may or may not be domiciled in the UK.

Contact Nick:

Click the link to download the slides: IHT Seminar slides – July 2020 – NJL slides


Richard Dean – partner at Crowe FPUK in Cheltenham. Richard has worked in financial services for 20 years, first in investment management and, since 2008, in financial advice.  He specialises in pension and retirement issues, tax efficient investment, Inheritance Tax planning and investment advice and consultancy for private individuals and charities including pensions strategy and planning.  Richard holds Chartered Financial Planner Status and the IMC

Contact Richard:

Click the link to download the slides: IHT Seminar slides – July 2020 – RD slides


Julia Cox  – is a Partner at Charles Russell Speechlys and works with clients on personal tax and is a trust lawyer with considerable experience in a broad range of private client matters involving all aspects of estate and succession planning.   She recently appeared on the  FT Money show with presenter Lucy Warwick-Ching  talking about how best to pass money down the generations. From trusts to family investment companies, or regular gifts out of income – how can you give your children or grandchildren money without being hit by high taxes?

Contact Julia:

Click the link to download the slides:  IHT Slides July 2020 – JC slides