IHT - Core Planning and Compliance for the Practitioner

This course focuses on key matters and core techniques to be considered when undertaking lifetime and death planning for clients in looking at their current and potential exposure to IHT.

CGT matters will also be included to the extent that they are significant to decisions in lifetime planning.

Case studies and illustrations will be used throughout to highlight alternatives and practical issues.

The  2022 course will include:

  • Reviews, Recommendations and Speculation
  • Excepted Estates -  the new rules and reporting requirements
  • Approach to IHT planning with clients
  • Useful lifetime planning  tools                                                               
  • Avoiding the pitfalls of lifetime giving
  • Death Estate planning fundamentals
  • Planning considerations at death including family provision and trusts
  • BPR/ APR - key pitfalls  and opportunities 
  • Deeds of Variation - the mechanics and planning
CPD Course
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Flexible solutions

We offer a range of solutions to meet your training needs. To discuss your memberships or bespoke packages needs contact us on 0330 058 7141 or email us.

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