Inheritance tax planning using regular premium protection plans

Online event
Thursday, 09 November 2023
1:00 pm – 2:00 pm (UK time)
    • Adrian Bates ACII CertPFS Chartered Insurer, Corporate & Estate Planning Protection Specialist, Royal London
  • Financial Planning

In this IIL financial planning webinar, Adrian Bates presents some ideas on engaging with clients in respect of positioning the issue of inheritance tax (IHT) and the use of whole-of-life (WOL) plans in this area.

IHT is a tax that more and more people are facing, many seeing a substantial increase in their potential liability. In this webinar, the speaker explores the impact of this tax and how whole-life plans can be used to help pass as much of the value of an estate as possible to beneficiaries. Adrian also looks at how whole-life plans interact with discretionary trusts and how planning can help in respect of potential tax charges.

Learning objectives:

  • What is IHT and how to position the issue with clients
  • Using WOL policies in IHT planning and demonstrating their true value
  • How WOL policies interact with discretionary trusts & Rysaffe planning

This session will not be recorded, so a playback will not be available for members who do not attend the live event.

Chair: Angela Lloyd-Read, Senior Client Director, Strabens Hall Ltd.

  • Online event

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at