Inheritance Tax Planning (IHT) using Regular Premium Protection Plans

Inheritance tax (IHT) is a tax payable upon death or a transfer of assets on certain lifetime gifts.

 It’s traditionally seen as a tax for the wealth, and many assume it doesn’t apply to them. But more and more people are falling into the IHT net.

Webinar and CPD

In this webinar Adrian Bates, Corporate and Estate Planning Protection Specialist, looks at the benefits of using regular premium protection policies for IHT planning.

CPD learning outcomes - 60 minutes

After watching this webinar you’ll have an understanding of:

  • Why Inheritance Tax is potentially an issue for your clients
  • How whole of life protection policies can be used in IHT planning and how to effectively demonstrate their value
  • Whole of Life policies and their relationship with discretionary trusts
  • Rysaffe planning
  • Gifts and Potentially Except Transfers (PETs)
  • Gift Inter Vivos

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.