True Potential support

Supporting you and your business is one of our top priorities and we believe customers enjoy better financial futures when advisers and providers work together. 

This month’s topic: Inheritance tax planning using Whole of Life plans

CPD learning outcomes - 60 minutes

  • Be able to help your clients understand how they're affected by IHT.
  • Understand how to demonstrate the value of Whole of Life plans compared with saving.
  • Understand how Whole of Life plans can be used in the Equity Release market.
  • Understand how Royal London can help get valuable cover in place quickly.

What's covered

In this webinar, Adrian Bates and David Dawson, Corporate and Estate Planning Specialists, look at ways to strengthen your IHT planning conversations and demonstrate the value of Whole of Life plans.

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion. It will open in a new browser ready to be saved as a PDF.

Get in touch

For more support and further information please get in touch with your usual Royal London contact. If you're not sure who that is, please email our National Partnerships team and we'll get back to you.