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Getting the order right: Gifting and IHT

For professional paraplanners

Passing wealth on to the next generation can seem straightforward but there are pitfalls for the unwary. Getting the order of gifting right can result in a big cut in IHT, while getting it wrong could mean a large and unnecessary tax bill. Using straightforward examples, our webinar reveals the right order in which to use loan trusts, exemptions, chargeable lifetime transfers and potentially exempt transfers.


If you would like to submit a question for our speaker, please email clukmarkcomm@canadalife.co.uk. You will need a set of headphones to listen to the broadcast.

Date: Wednesday 18 April | Time: 11:00 - 11:45am

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