Inheritance Tax – Beyond Drafting Wills – Online via Zoom

Designed to help will writers who already deal with clients facing an Inheritance Tax liability understand the IHT planning solutions available beyond drafting wills. It covers how wider IHT planning schemes work, how they might apply to clients, and how to use this information to make good-quality commercial referrals to IFAs.

It assumes a good working knowledge of IHT planning. Topics include an IHT overview, gifting-based solutions, discounted gift plans, loan plans, outright gift into trust and its hybrids, protection, Business Property Relief, and drafting implications.