Planning with pensions in the IHT net - a case study

Event description

April sees the 12-month countdown begin for a significant change in the IHT planning landscape – the introduction of most unused pension funds into people's estates.

Join Les Cameron, Head of Technical at M&G, as he works through a real-life case study on the effects of pensions being brought into the IHT net and, more importantly, what you may want to do about it.  

We'll share details of the case study before the event. While not wholly necessary, you may wish to familiarise yourself with the details to maximise benefit from the session.

The event qualifies for up to 90 minutes of Structured CPD accredited by CII. By the end of the session you will be able to: 

• 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
• Evaluate different options to mitigate pension driven IHT liability charges. 

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.   

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are 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.