In this IIL financial planning webinar, Adrian Bates presents some ideas on engaging with clients in respect of positioning the issue of inheritance tax (IHT) and the use of whole-of-life (WOL) plans in this area.

Description

IHT is a tax that more and more people are facing, many seeing a substantial increase in their potential liability. In this webinar, the speaker explores the impact of this tax and how whole-life plans can be used to help pass as much of the value of an estate as possible to beneficiaries. Adrian also looks at how whole-life plans interact with discretionary trusts and how planning can help in respect of potential tax charges.

Learning objectives

• What is IHT and how to position the issue with clients
• Using WOL policies in IHT planning and demonstrating their true value
• How WOL policies interact with discretionary trusts & Rysaffe planning

Speaker

• Adrian Bates ACII CertPFS Chartered Insurer, Corporate & Estate Planning Protection Specialist, Royal London