IHT & Estate Planning
CII/PFS accredited CPD learning that helps take your business forward
Practical Guide putting it into practice
- Dealing with investments after the death of an investor
- IHT business relief
- Order of gifting
- Gifting for children and grandchildren
- Trustee reporting requirements
- Loan trusts: options when dealing with the loan
- Trustee investment
- Multiple trusts - same day additions, related settlements and Rysaffe planning
- Trust IHT charges
- Who pays the tax on bond gains within a trust - decision tree
Thought Leadership our insights on current topics
- IHT and the 14-year rule
- Residence nil rate band and complex family situations
- Does it make sense to gift surplus pension income?
- Taking the complexity out of the residence nil rate band
- Keeping wealth in the family – saving for children
- Discretionary trusts and the increased dividend tax rate
- 10 years on from the trust IHT shake-up - past, present and future
- Court case shines spotlight on an attorney's power to make gifts
- What does the ‘Staveley‘ case mean for pension transfers in ill-health?
- Power of attorney - doing the right thing