Webinar Archive

20 Mar 2019
Gift and Loan

Gift and loan trusts - Does your client need a flexible option for their savings and IHT planning?

Date: Wednesday 20 March | Time: 11:00am - 11.45am

Offering a high level of access for a settlor as well as a number of tax planning opportunities, gift and loan trusts may well provide a solution.
Join our Technical Manager Francesca Gandolfi as she discusses how a gift and loan trust works, specifically looking at the potential opportunities this option provides for IHT planning whilst retaining access to capital.

6 Mar 2019

Estate Planning – Getting the conversation started

Date: Wednesday 6 March | Time: 11:00am - 11:45am

Sometimes there can be reluctance to discuss estate planning strategies and plan for what can be a difficult time for a client’s family. IHT receipts continue to increase and yet there are a lot of potential solutions available to advisers, to help clients in a wide range of circumstances. This webinar focuses on constructive ways to discuss IHT with clients and help reduce the tax payable on death, increasing the legacy for their beneficiaries.

20 Feb 2019

Flexible Reversionary Trusts – Access paired with efficiency

Date: Wednesday 20 February | Time: 11:00am- 11:45am

If a balance between IHT efficiency and access to funds is paramount to your client, Flexible Reversionary Trusts may well be their best option.
In this webinar, we learn the structure of a flexible reversionary trust and how it can be used as part of a flexible estate planning solution.

6 Feb 2019
DGT

Discounted Gift Trusts

Date: Wednesday 6 February | Time: 11:00am - 11:45am

With benefits including a reduction in IHT as well as providing a tax efficient income stream, our webinar on Discounted Gift Trusts is a must listen for all professional advisers.

Join our Technical Manager Kim Jarvis as she looks at the structure and the tax benefits of this useful estate planning solution.

24 Jan 2019

Pensions & retirement outlook 2019

Date: Thursday 24 January | Time: 10:00am - 10:30am

2019 brings a number of changes which will affect both your clients and your business. Constant change is a common theme in the world of pensions and retirement, and it looks like this year will be no different.

In this CPD qualifying webinar we will look at some of the areas where we expect to see regulatory and legislative developments during 2019 including: State pensions, FCA work on retirement outcomes, Tax year changes, Defined benefit transfers and Pension dashboard.

27 Nov 2018
Periodic Charges

Calculating estate planning charges

Date: Tuesday 27 November | Time: 11:00am - 11:45am

Many trusts are subject to periodic charges (sometime called ten year anniversary charges) and exit charges, and trustees are responsible for calculating any potential liability as well as reporting to HMRC and paying any tax due. They may look to their professional advisers for help and this webinar looks at how these charges apply to different estate planning solutions. This webinar will be hosted on our BrightTALK channel. Sign up using the link below.

22 Nov 2018
BOBW

Estate planning with trusts – the best of both worlds

Date: Thursday 22 November | Time: 11:00am - 11:45am

Trust-based inheritance tax solutions have developed over many years and the various arrangements available can provide differing levels of access and IHT efficiency. In this presentation we look at some of the common solutions and how they can be used as part of an estate planning strategy. This webinar will be hosted on our BrightTALK channel. Sign up using the link below.

20 Nov 2018

DB pension transfers - Best practice and reducing risk

Date: Tuesday 20 November | Time: 10:00am - 10:30am

Despite the obvious attractions which a final salary pension transfer offers, many people are likely to be better staying put. However, there are situations where a transfer will be appropriate advice, so it’s important each case is judged on its own individual merits.

 

15 Nov 2018
IHT

Inheritance tax – What’s an estate worth?

Date: Thursday 15 November | Time: 11:00am - 11:45am

Calculating the value of an estate is clearly important when it comes to planning for inheritance tax and can be impacted by a variety of factors. That’s why our latest webinar looks at how to calculate the value of an estate, the various exemptions and reliefs available and, of course, some of the ways to mitigate IHT. This webinar will be hosted on our BrightTALK channel.

Download the Podcast

 

8 Nov 2018
Fixed interest rates webinar

Where to be in fixed income if interest rates rise?

Date: Thursday 8 November | Time: 11:00am - 11:45am

Fixed income can play a decisive role in a defensive portfolio – but how? Our latest webinar reveals the fixed income sectors that are likely to do well if interest rates rise, and how advisers can benefit via their choice of corporate bond. We also look at the impacts of current market pressures (like Brexit and US-China trade issues), and how LF Canlife Managed 0%-35% Fund is positioned to deliver in uncertain times.

Download the Podcast

 

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