• March 28, 2024
 A Masterclass for Property Investor clients

A Masterclass for Property Investor clients

A Masterclass for Property Investor clients

Friday 7th July 2017 10:00am – 11:00am

And Monday 10th July 2017 10:00am – 11:00am

Register now for our Free Webinar:

Friday 7th July

Monday 10th July

What Estate Planning services can we offer a client with rental residential or commercial property?

Countrywide Tax and Trust Corporation Limited (“CTTC”) strive to provide the best possible Estate Planning advice to each and every client, regardless of the client’s circumstance and the makeup of their Estate. Courtesy of the above, CTTC have a range of solutions for clients whose estate is slightly more complicated than we might normally encounter.

This month our team of experts will focus on those clients who have additional properties, either Residential or Commercial in addition to their principal private residence.

Previously we have examined what those clients with large property portfolios can do, outlining the methods of “Incorporating” their portfolio to benefit from several important tax savings.

BUT what about those clients that only have a small number of properties, those clients where it wouldn’t be economically viable to consider Incorporation? Is there anything that those clients can consider?

In this hour-long Webinar, CTTC will talk about how a client can do the seemingly impossible, give a property away and retain the rental income. Little known legislation specifically allows for the gift to take place without the Gift with Reservation (“GWR”) rules biting. Our team will talk you through the nuances of this legislation that can provide your clients with significant Inheritance Tax savings.

We will also consider how capital gains tax can affect rental property transfers and discuss whether clients can give away property pregnant with gain without having to pay the Capital Gains tax bill.

An in-depth discussion will be had regarding Chargeable Lifetime Transfers and guidance will be given on how to avoid the dreaded Professional Negligence claim lurking around the corner if the right questions are not asked.

And finally, we will discuss whether rental income generated by a rental property held in Trust will automatically trigger an income tax rate of 45%.

Unlike most professional Webinars, our Team will be on hand to answer all of your questions, regardless of the complexity or length.

Join our LinkedIn Discussion group:

Join our LinkedIn Supermen Webinar Group. Our Estate Planning experts will address all of the questions raised during the webinar and any further queries relating to the topics covered. Become part of our growing community of Supermen members. Share your opinions, questions and knowledge with us.

Click here to join

This article was submitted to be published by Countrywide Tax & Trust Corporation as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

CTT Group

http://www.countrywidegroup.co.uk/

  CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community. Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors. CTT Group is made up of six areas: CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business. This includes the New entrants team, Training, Estate Planning Team, Professional Indemnity Insurance Service & the Resource Hub. CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients. CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey. CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group. This includes Residential and Commercial Conveyancing, Litigation, Document production, Client care, Professional Executor & Professional Executor. CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs. CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice. Click here for more information: https://ctt-group.co.uk/ Contact: CTT Group Tel: 01926 514 390 Email: enquiries@ctt-group.co.uk Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX