Inheritance Tax and the order of gifting
What is included in an estate for IHT and how it is calculated
Our new CPD qualifying webinar series will provide a guide to estate planning and retirement planning, bring you up-to-date with the latest developments and introduce you to some examples through case studies.
The 4-part series 'Understanding Estate Planning' takes you through the key points around inheritance tax (IHT), trusts and considerations to help your clients during each stage of estate planning.
The 4-part series 'Understanding Retirement Planning' will provide an extensive overview of the planning process and help you gain a deeper understanding of what is involved.
You can sign up to the series or register for an individual webinar. Our wealth webinars are every Wednesday at 11:00am, or you can watch on demand on our website after the event.
The path to retirement is changing and with this comes opportunities for advisers.Find out more