- Estimate the likely IHT liability someone will have
- Evaluate the different options available to mitigate an IHT liability.
The building blocks of IHT planning
About the Event
Inheritance Tax Planning (IHT) is an important source of revenue for the Treasury and increasingly, IHT planning, once the preserve of a select number of high-net-worth clients, is becoming mainstream. In this session – hosted by M&G Wealth’s Head of Technical Les Cameron – Senior Technical Manager Graeme Robb will outline the building blocks to quantify and deliver an effective IHT planning strategy. Please note that in November’s technical event, Graeme’s colleague Neil Macleod will build on this session when he will focus on standard insurance company trusts and explain how they can help clients with their IHT planning.
CPD
This session qualifies for up to 90 minutes of structured CPD accredited by CII and CISI and by the end of the session you will be able to:
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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.
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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.