Structured CPD…the Expert Pensions way

A pragmatic consideration of IHT planning techniques, including a technical refresher and practical options such as life cover, gifting, trusts and IHT effective investments.

The following modules are included:
• Life Assurance
• Pensions
• Absolute vs. Discretionary Trusts
• Dividends within Discretionary Trusts
• Periodic Charges
• Exit Charges
• PETs
• CLTs
• Gift Trusts
• Discretionary Gift Trust Deed
• Loan Trusts
• Discretionary Loan Trust Deed
• Discounted Gift Trusts
• Excluded Property Trusts
• Flexible Reversionary Trusts
• Business Property Relief (BPR)
• FOTRA Securities
• RNRB Second Death

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