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Inheritance Tax Planning and Estate Planning

Martin Perrett from Blackfinch Investments will be providing a 45 minute CPD qualifying presentation on Inheritance Tax Planning and Estate Planning over a lunch time webinar session on Tuesday 21st July 2020. Learning Outcomes • Look at the current IHT position in the United Kingdom including the Residence Nil Rate Band • Compare the current IHT solutions available on the market • Look at the main rules relating to Business Relief • Know the main risks associated with investing in tax efficient products • Review the main suitability considerations for clients wishing to use tax efficient investments

Tue 21 Jul 12:30 pm – 1:30 pm

Martin Perrett, Blackfinch Investments

President's Message

Dear Members,

I am truly honoured to be elected as President of the Northampton Chartered Insurance Institute for the forthcoming year.

This year will be my fourth on council and I have seen the local institute grow, adapt and transform to support and represent local members within an ever-changing industry. As a development executive for a commercial insurance broker, I am certainly familiar with the need to balance professional demands, exams and qualifications, improving technical knowledge and working with professional bodies and local institute groups. The primary aim of our council is to facilitate a support network that allows all our members to thrive in each of these areas and to enable a commitment to professional standards.

The key to our support remaining relevant and relatable, however, lies in member engagement. We are an open, approachable and adaptable council and are eager for as many members as possible engage with the institute so we can truly understand what you expect us to deliver. If you have any ideas for CPD events contents and topics, seminar and workshop structures or social meetings, please feel free to email me on sian.cassie@towergate.co.uk.