IHT Masterclass

Structured CPD…the Expert Pensions way.
Adviser based learning and knowledge relevant to your profession, which we are expert in and where we know we can add value. Our Masterclasses are designed with you and your clients in mind. 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.

Each Masterclass includes:
• Short video modules
• Downloadable PDF’s
• An online quiz
• Auto-generated CPD certificate
• Access to ALL our online forums to ‘ask the expert’ and interact with fellow professionals

IHT Planning Considerations
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

Masterclass £49 + VAT