IHT Masterclass

Our IHT Masterclass has been designed to refresh your knowledge and practical application in the key areas of practical options such as life cover, gifting, trusts and IHT effective investments.

We deliver interesting and engaging content including a full and comprehensive PDF download for those who like to read, review and reflect. Video tutorials covering all the key concepts, and worked examples in an easy and engaging learning style. This Masterclass will give you the confidence to engage more proactively with your clients – to help you provide better advice, and ultimately write more business.

We will evidence your transfer of learning using a multiple choice quiz and on passing this, you will be awarded with an Expert Pensions certificate providing 4 hours of structured CPD towards your annual statement of professional standing (SPS).

Masterclass Learning Outcomes

On successful completion of the Inheritance Tax Masterclass you will have achieved the following learning outcomes:

  • Learning Outcome 1
    Explain how whole of life policies written under trust can be used for inheritance tax planning. 
  • Learning Outcome 2
    Summarise how pensions can be used as a tool to mitigate inheritance tax.
  • Learning Outcome 3
    Compare the use of absolute and discretionary trusts in inheritance tax planning.
  • Learning Outcome 4
    Describe the three types of lifetime gifts that can be made (exempt, potentially exempt and chargeable) and their inheritance tax implications.
  • Learning Outcome 5
    Outline how each of the following trusts operates and their implications for inheritance tax:

      • Gift trust
      • Loan trust
      • Discounted gift trust
      • Excluded property trust
      • Flexible reversionary trust
  • Learning Outcome 6
    Review how an investor can use business relief to reduce the amount of inheritance tax payable on their estate, including the pros and cons of doing so.
  • Learning Outcome 7
    Explain the taxation of FOTRA securities.
  • Learning Outcome 8
    Apply the learning from this Masterclass to an IHT planning case study.

Courses To Buy

IHT Masterclass

£49.00

IHT Masterclass

Why choose Expert Pensions?

At Expert Pensions we have specialists who have gained knowledge in their particular subject over a sustained period of time (a specialist spends a significant amount of time, (usually over 10,000 hours) honing their craft), which is hard to come by.  We have become the “go-to” expert in terms of studying for financial services exams, cpd, masterclasses and our triage service where our knowledge and expertise goes deep and wide.

Our Masterclasses have been written and designed by professionals for professionals. They are an immersive online experience. Each class includes extensive pre-recorded video content, downloadable pdf’s, an online quiz and a CPD certificate.  The videos are viewable at any time, and they can be paused, fast-forwarded, and re-watched as many times as you’d like.

Our Masterclasses will power up your career and future-proof your business by focusing on key topics.  Designed to connect you, your clients and your business, this is not about ticking a box, this is to develop your technical and practical understanding of subjects and products that you discuss with your clients.

Continuing Professional Development (CPD)

Continuing Professional Development is just as important for your future career potential in the financial sector just as much as passing exams was early on in your career.  Effective and consistent CPD is an essential part of maintaining professional standards providing your clients and employer with the reassurance that, as a financial services professional, you continue to maintain and develop your knowledge and skills. Click below to read the FCA’s guidance on professional standards for advisers:

https://www.fca.org.uk/firms/professional-standards-advisers