Tax Planning

Inheritance tax planning (half 1 of two)

Protect your customer’s estate from inheritance tax liabilities!

Our next superhero webinar is part 1 of our guide to inheritance tax planning, covering how to reduce your client’s IHT liabilities.

Topics are:

• Properly deal with life insurance
• Gifting to / for the benefit of underage children with immediate IHT exemption.
• Gifting to / for the benefit of a frail parent with immediate IHT exemption.
• Use your customer’s IHT certificates properly
• Give away assets and efficiently maintain the benefits of IHT!

Register your place in our FREE webinar!

All webinars start at 10:00 a.m. and end at 11:00 a.m.

Register on Friday February 5th

Register on Monday, February 8th

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