IHT planning using Whole of Life plans

education icon


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 learning outcomes - 30 minutes

After watching this webinar, you’ll:
30 minutes CPD

  • 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.

Once you've watched the webinar, simply complete the short quiz below and give us a few details. You'll then be redirected to your personalised CPD certificate.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

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.