Planning for clients with an IHT liability part 2

10jan9:30 pm12:00 pmPlanning for clients with an IHT liability part 2

Event Details

This webinar will cover:

  • Inheritance Tax and Life Policies- What you need to know. How to correctly insure for IHT both on gifts and death. Ensuring that all of your client’s life policies do not cause or add to their IHT problem.
  • Business Relievable Investments cutting the wait from seven to two years. An estate planner’s guide to tax efficient investments, how they work, how they are held in trusts, and what you need to look out for.
  • Dealing with clients with high value pensions and investments: The role of QNUPs and QROPs in tax planning. Mitigating chargeable event taxation on large investment bonds and lifetime allowance charges on clients with large pensions and/or death in service entitlements.

This course is part of our Advanced Planning Series.

Book Link:

Date: January 10th December
Time 9:30 – 12:00



January 10, 2023 9:30 pm - 12:00 pm(GMT+01:00)

Want to have your say? Leave a comment

Your email address will not be published. Required fields are marked *