Inheritance Tax  

Guide to IHT planning after the pandemic

  • Describe some of the anxieties among clients
  • Identify some of the challenges over signing wills
  • Explain some IHT mitigation strategies
CPD
Approx.60min
Guide to IHT planning after the pandemic

Introduction

The havoc that has been wreaked by the coronavirus crisis on health, family life and the economy among many other things cannot be understated.

Individuals who have been building up a nest take for retirement and to pass on to their family are facing reduced asset values.

But despite the turmoil, there are still opportunities for those who want to put their estate in order.

Ways in which this can be done will be looked at in some detail in the following guide, which is worth an indicative 60 minutes' CPD.

Ima Jackson-Obot is deputy features editor of FTAdviser and Financial Adviser

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. According to the first feature, why are clients acting with a sense of urgency over insurance and personal allowances?

  2. According to the second feature, video wills are acceptable, true or false?

  3. According to the third feature, why is a reduction in house prices likely to be less severe than in commercial property?,

  4. According to the third feature, why is gifting assets a good idea right now?

  5. According to the fourth feature, Aim shares have shown steady, consistent growth over the past 20 years, true or false?

  6. What is one of the most attractive features for holding Aim shares, according to the fourth feature?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe some of the anxieties among clients
  • Identify some of the challenges over signing wills
  • Explain some IHT mitigation strategies

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