Mitigating IHT - CPD Workshop (Tuesday 24th June 2025) Virtual - Southampton

Agenda

• The steps to calculate an IHT liability
• Lifetime gifting and use of Trusts
• Gifts on death and the impact of pension funds
• Making tax-efficient alterations to an estate after death
• Case study to put some of the ideas into action
• Group review of case study
• Summary and next steps

This will be a virtual learning event.

There is no cost to the event, which we be hosted and funded by Hants & Dorset, Surrey, Thames Valley Sussex PFS regions There is a maximum of 50 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be fewer than 20 delegates attending.

The day will commence at 0930 sharp and finish by 1230, with breaks scheduled.

Our 2025 revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.

Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.

To view our image and video capture consent statement, please click here.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.