Forthcoming events

This month

Inheritance Tax Planning and Estate Planning

  • Tue 21 Jul 12:30 pm – 1:30 pm
    • Martin Perrett, Blackfinch Investments

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

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