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Inheritance tax planning using regular premium protection plans

Published  26 April 2022
   60 min CPD

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.

CPD learning outcomes

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

What's covered

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 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.

Further support with Inheritance Tax Planning