IHT: the details that could trip up paraplanners
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IHT: the details that could trip up paraplanners
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Even very experienced paraplanners can trip over obstacles lurking in the shadows of IHT.
So we invited Aegon’s tax and trusts manager, Elaine Cruickshank, to join host, Richard Allum, for an online Assembly to help you dodge the IHT perils.
Over the course of one lunch-hour, Elaine:
- untangles the transferable nil rate band and residence nil rate band, including the detail that trips people up around second marriages and downsizing provisions
- gets into the finer points of gifting exemptions, PETs and CLTs, beyond the seven-year headline
- explains how the inclusion of pensions in estates affects the taper threshold, and what that means for clients close to the £2 million mark
- works through charitable giving and the 36% rate, including the added complications once pension funds are in the mix
- brings it all together with planning opportunities you can take straight back to your desk
What can you expect to take away?
Watch or listen now and you’ll have a sharper grasp of the IHT detail that’s easy to get wrong. Plus the confidence to spot these issues in your own client cases.
Useful links
Watch the Replay in Crowdcast
Download slides: IHT the details that could trip up paraplanners
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