There's nothing paraplanners love more than a case study to help bring a technical topic to life.

And that’s especially true when it comes to getting to grips with the complexities of inheritance tax (IHT) calculations.

Which is why you’re going to love our latest podcast episode: a case-study led online Assembly that’s all about calculating IHT.

Recorded on 20 September, host Richard Allum is joined by Graeme Robb from M&G Wealth as he guides us through a case study in which he will break down each stage and address common misconceptions. During the lunch-hour Assembly, Graeme covered:

• Nil rate bands: how nil rate bands come into play and their place in calculations
• Failed PETs: learn how to bring failed potentially exempt transfers (PETs) back into the equation
• Chargeable lifetime transfers: discover the impact of transfers requiring a 14-year look-back period
• Allowances on Death: explore the various allowances that can be factored into calculations if unused
• Taper relief: how it actually works - it's not what many think!
• Charitable gifts: unpack the 36% band for charitable gifts and find out how to calculate it correctly
• Deeds of variation: understand their influence on IHT calculations
• Tax Responsibility: who's actually responsible for paying the calculated tax

How does that sound? Tune in now.

Useful links

M&G Wealth has created a mini-site to support this event where you can take a quick quiz to receive a CPD certificate for your records. To grab your CPD, follow the link below.

Grab your CPD

Slides: Cracking the IHT code

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