IHT & Estate Planning
CII/PFS accredited CPD learning that helps take your business forward
Practical Guide putting it into practice
- IHT business relief
- Dealing with investments after the death of an investor
- Order of gifting
- Gifting for children and grandchildren
- Multiple trusts - same day additions, related settlements and Rysaffe planning
- Trustee reporting requirements
- Trust IHT charges
- Loan trusts: options when dealing with the loan
- Trustee investment
- Who pays the tax on bond gains within a trust - decision tree
Thought Leadership our insights on current topics
- Pensions and IHT - what it means for advice
- Bringing pensions into the IHT net
- The future of IHT planning using AIM
- Does it make sense to gift surplus pension income?
- IHT and the 14-year rule
- Residence nil rate band and complex family situations
- Keeping wealth in the family – saving for children
- Taking the complexity out of the residence nil rate band
- What does the ‘Staveley‘ case mean for pension transfers in ill-health?
- Rising IHT - how trusts can help