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Prudential - Inheritance Tax CPD compilation

16 December 2020
Inheritance Tax – 30 minutes structured CPD

This CPD compilation is made up of a few articles covering topical IHT, which are useful when considering your clients financial planning. This CPD compilation offers 30minutes structured CPD. To qualify for this, once you've read the articles, go to the Testing Centre to answer some questions and receive a certificate.

If you’re advising clients with a potential Inheritance Tax (IHT) liability and recommending lifetime gifts, it’s important to understand how they’re classified for IHT purposes, how they interact with each other and if any relief will apply on death.

Gifting and Inheritance Tax

Learn about Potentially Exempt Transfers (PETs) and Chargeable Lifetime Transfers (CLTs), their interaction with each other and the impact these gifts have on Inheritance Tax (IHT).

Discover why making gifts in a specific order is important and what the ‘14 year rule’ actually means.

Read the article here.

Inheritance Tax annual exemption

What you need to know about the annual £3,000 exemption for Inheritance Tax  (IHT) purposes.

Read the article here.

The Inheritance Tax, normal expenditure out of income exemption

Learn how normal expenditure out of income is a valuable inheritance tax exemption and how to plan with it.

Read the article here.

Inheritance Tax taper relief

Find out how taper relief can reduce the tax payable on lifetime gifts.

Read the article here.

Remember to visit the test centre to get your structured CPD certificate after reading these articles. If you want to discuss Inheritance Tax in more detail please contact your dedicated Prudential Account Manager.

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