- Assess the impact of the IHT changes in the 2024 Autumn Budget on your clients’ financial planning
- Describe the fundamental elements of an IHT plan
- Describe the different treatment of reliefs and gifting for IHT planning
- Evaluate the pros and cons of using gifting and reliefs in IHT planning.
IHT planning in a post budget world
About the Event
Over the last few years the tax landscape has been tightening with the freezing of the rates bands and allowances, cuts to the dividend allowance, and CGT allowance reductions and rate increases. It was perhaps inevitable that changes to Inheritance Tax would emerge and they did so in the last budget with changes to agricultural/business relief and plans to bring pensions into the IHT net. In this session Les Cameron, Head of Technical at M&G, takes a look at the new IHT landscape and the key options for mitigating a liability - gifting or relief. Or both? Around 30 minutes of the session will be available for Q&A.
CPD
The event qualifies for up to 90 minutes of Structured CPD accredited by CII and CISI. By the end of the session you will be able to:
OUR SPEAKER
Les Cameron
Head of Technical, M&G
Les covers most areas of financial planning, specialising in the pensions technical arena. He joined Prudential in 1997, having held various pensions technical and management roles throughout his career. Les is a Fellow of the Personal Finance Society.
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054.
Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019.
Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.