Inheritance TaxAug 10 2023

Using life policies for IHT planning

  • Identify ways to use life insurance in IHT planning
  • Describe how annual exemption works
  • Explain the benefits of writing a policy under a trust
  • Identify ways to use life insurance in IHT planning
  • Describe how annual exemption works
  • Explain the benefits of writing a policy under a trust
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CPD
Approx.30min
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CPD
Approx.30min
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cisi-logo
CPD
Approx.30min
Using life policies for IHT planning
IHT planning can be complex and so it is important that any planning is executed in the most tax-efficient manner (Mikhail Nilov/Pexels)
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HM Revenue & Customs revealed in its latest financial report that inheritance tax had risen once again.

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