Planning for Clients with an IHT Liability Part 2
Advanced Planning Series Part 4
What we will cover:
- Inheritance Tax and Life Policies- What you need to know. How to correctly insure for IHT both on gifts and death. Ensuring that all of your client’s life policies do not cause or add to their IHT problem.
- Business Relievable Investments cutting the wait from 7 to 2 years. An estate planner’s guide to tax efficient investments, how they work, how they are held in trusts, and what you need to look out for.
- Dealing with clients with high value pensions and investments: The role of QNUPs and QROPs in tax planning. Mitigating chargeable event taxation on large investment bonds and lifetime allowance charges on clients with large pensions and/or death in service entitlements.
This series is for those of you with High Net Worth, Corporate or clients with Complex Estates. Spread over 5 monthly presentations, we will be arming you with all you need to know through both the courses and our new internal support packages for you and your clients, to ensure that both you and your client get the most out of the estate planning process.
You can subscribe to watch any or all of the 5 parts individually.
Each part of the course will focus on specific client types and scenarios, giving you the information you need to instigate the best estate plan for your clients, but also ensuring that they ultimately end up with the best estate planning advice and guidance.
Book your place now!
If you are a member of CTT Group, you are able to access a discounted membership ticket rate.
To purchase a ticket, click on tickets and then click ‘Enter Promo Code’ at the top of the ticket window. Enter your consultant code in the box (e.g. 04ABC please note that this is case sensitive), click apply and you will be able to access the reduced ticket rate.
You will then need to ensure that the non-membership ticket is set to 0 and the membership ticket is set to 1 before proceeding to the checkout.
You will receive an email confirmation straight after you have purchased your ticket, along with an Order Summary and VAT invoice. You will receive 2 reminders before the event which will contain the Zoom link for the course.
