Latest News

  • Home /
  • Latest News

Prudential: Inheritance Tax - 30 minutes structured CPD

19 August 2020
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.

 

16 December 2021

Invesco - Investment Intelligence Seminars 2021 - On demand


14 December 2021

Invesco - 2022 investment outlooks


10 December 2021

Prudential: Case study 3 - Funding for decumulation


8 December 2021

intelliflo - Uncovering the advice gap; the Advice Map of Britain


29 November 2021

Just WIN, WIN, WIN... Thank you


26 November 2021

Blackfinch Energy acquires largest solar farm to date


26 November 2021

ESG at Invesco


26 November 2021

Prudential - International Portfolio Bond – helping your clients help the planet


16 November 2021

Octopus On Film - Diversity and inclusion


3 November 2021

What investors want: Our research on client perceptions of ESG investing


3 November 2021

Mitigo - Why cyber risk management is not the same as IT support


28 October 2021

intelliflo - Why you shouldn’t discount technology for older clients


28 October 2021

Prudential - The year of 2.5 budgets


25 October 2021

Invesco - Small steps to a better future


15 October 2021

Prudential - ISA Case study 1 – Managing volatility with cash


14 October 2021

Prudential On Film - ESG


12 October 2021

intelliflo - How technology will impact the future of paraplanning and advice


11 October 2021

Just: Winners of Just Group vulnerable customer awards announced


11 October 2021

Prudential: ESG Policy for the Risk Managed Passive and Risk Managed Active fund ranges


7 October 2021

Aegon - Thinking ahead: Social care funding and intergenerational advice


13 September 2021

Invesco - Investment Intelligence Seminars 2021 – register now


8 September 2021

Blackfinch Renewable European Income Trust September 2021


7 September 2021

intelliflo - Five benefits of a client portal


7 September 2021

Prudential - Our 'Future-proofing Fridays' seminars are coming to you virtually


6 September 2021

Prudential - New PruFund Support


26 August 2021

PruFund range of funds - EGR and UPR announcement


26 August 2021

intelliflo - The power of deep integrations


25 August 2021

PruFund Planet - Support for your ESG client conversations


23 August 2021

Prudential - PruFund Planet - How are the funds managed?


20 August 2021

Prudential - Download the app for automatic daily valuations through intelliflo


12 August 2021

Prudential - The Great Reset: Why it's time to invest for a sustainable recovery


11 August 2021

Prudential - Planning for education?


6 August 2021

Invesco - It's more about growth than inflation


6 August 2021

Prudential - Sir Isaac Newton’s first law of motion and ESG


3 August 2021

Prudential - PruFund Planet - The power to create the world your clients want


2 August 2021

Prudential - Our 'PruFund Planet - a world of good' seminar is coming to you virtually


21 July 2021

Just on Film - Vulnerable Clients


19 July 2021

Prudential - Pep up your ISA planning webinar


7 July 2021

intelliflo - Future-proofing your technology


2 July 2021

Prudential - Our 'Onshore... Offshore - you decide' seminar is coming to you virtually


1 July 2021

Prudential - New AKG financial strength report and due diligence support