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INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate
Introduction to inheritance tax
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INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Introduction to inheritance tax

Overview

Date Available now on demand Duration 54 minutes

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In this structured CPD session, Business Development Managers Nick Bird and Steve Godfrey discuss:

  • How the main estate planning solutions can help clients take care of a potential inheritance tax problem.
  • What the benefits and risks of each of these options are and how they should be assessed.
  • What the residence nil-rate band is and how it is applied.
  • What makes an investment BR-qualifying and how it works as a relief from inheritance tax.