Mitigating Inheritance Tax Workshop

Mitigating Inheritance Tax Workshop

This session, which will include insight into the proposed pension changes from April 2027, is for those involved in identifying IHT transactions, calculating the tax due and then looking for ways to mitigate or eradicate the liability, so saving clients (or more often, their beneficiaries) IHT.

Public course booking

11 March 2025

Members: £119pp
Non-members: £179pp

To book this workshop for yourself or up to 7 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate, in-house training session for between 8-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Date: 11 March 2025

Times: 13:00-16:30 (UK)

 Duration: Half day

 No of attendees: 12-16

 Format: Online - Virtual delivery

 CPD: Recognised

Trainer: Steve Davis, FPFS

Price: £119 M/£179 NM

Course Overview

During this workshop you will cover:

• The 13 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

What will I achieve by attending the workshop? 

By the end of this workshop, Delegate will be able to:

• Describe a 13 step framework that calculates IHT liabilities
• Calculate lifetime and death IHT liabilities
• Identify ways of mitigating, providing for or eradicating an IHT liability
• Explain the implications for clients of the new pension rules from April 2027
• Apply your knowledge to a client case study

Who should attend?

Advisers, Paraplanners, whether at diploma or Chartered level, active in the estate planning market.

Corporate Solutions

We are able to offer this workshop specifically for your company as a In-House / Corporate training session for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical areas. A full list of courses can be viewed in our 2024 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk 

Public course booking

Corporate (in-house) request

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.