FT AdviserDec 23 2024

How to gift wealth to mitigate IHT exposure

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • To be able to describe some of the rules around gifting
  • To be able to explain the size of gifts that are free of IHT
  • To be able to identify the qualifications for gifts out of normal expenditure
  • To be able to describe some of the rules around gifting
  • To be able to explain the size of gifts that are free of IHT
  • To be able to identify the qualifications for gifts out of normal expenditure
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CPD
Approx.30min
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CPD
Approx.30min
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CPD
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How to gift wealth to mitigate IHT exposure
As pensions will come within the scope of IHT from 2027 financial advisers are re-evaluating the strategies available to mitigate the tax burden

The inheritance tax system in the UK is undergoing significant changes while also in large part staying completely frozen, reflecting the government’s efforts to raise revenue.

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CPD
Approx.30min
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Inheritance tax
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