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Inheritance Tax and the order of gifting

What is included in an estate for IHT, the various exemptions that can be used and how it is calculated.

About the webinar

Date: Wednesday 12 May 2021

CPD: 40mins


In this CPD qualifying webinar, find out what is included in an estate for IHT, the various exemptions that can be used and how it is calculated. Kim Jarvis, a member of our ican Technical Services team, highlights the importance of the order in which different gifts are made.

 

About the Presenter

Kim Jarvis has supported professional advisers on trusts, taxation and estate planning for over 25 years. She delivers training on market-related topics and is involved in industry groups analysing the impact of new legislation. Kim is an affiliate of the Society of Trusts and Estate Practitioners, an associate member of the CII and was shortlisted for the Women in Financial Advice Awards 2020.

 

Support

Your CPD certificate will be sent to your registered email address once you have completed the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk

There is a range of technical material available on our website. For this webinar we suggest the following documents:

 

Register for the webinar